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Investment Strategy & Portfolio Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-11
Listing for:
Ballentine Partners, LLC
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Ballentine Partners is a leading independent wealth management firm seeking an enthusiastic Portfolio Associate to support Senior Investment Advisors in asset allocation, portfolio construction, and executing the investment strategy. You will draft IPS, monitor cash flow and positions, collaborate with custodians and investment managers, and prepare client performance reports and presentations.
You will also communicate with clients, including Monte Carlo analyses, as needed.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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