Wealth Portfolio Analyst – Trade Execution & Rebalancing
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Risk Manager/Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Fanning
- Masis is seeking a Portfolio Analyst for a Boston wealth-management client. You will support Portfolio Managers through reviews, trade execution, and liquidity monitoring to align with client objectives.
The role suits someone with 2–5 years of portfolio experience, or a CSA with portfolio construction exposure, looking to move beyond routine account maintenance. Base salary $75,000–$85,000 plus bonus.
We have an opening for a Wealth Portfolio Analyst – Trade Execution & Rebalancing in Boston, MA, United States within Finance.
This posting is for the Wealth Portfolio Analyst – Trade Execution & Rebalancing role at Masis Professional Group, based in Boston, MA, United States.
We are looking to fill the Wealth Portfolio Analyst – Trade Execution & Rebalancing position at Masis Professional Group in Boston, MA, United States.
The Wealth Portfolio Analyst – Trade Execution & Rebalancing role at Masis Professional Group is now open for applications in Boston, MA, United States.
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