Portfolio Analyst: Trade Execution & Portfolio Optimization
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-08-20
Listing for:
FL Putnam Investment Management
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst, Risk Manager/Analyst
Job Description & How to Apply Below
FL Putnam Investment Management’s Portfolio Analyst role sits within the Portfolio Analysis Team in Massachusetts (Lynnfield, Needham or Boston). The analyst manages trading processes for the investment team and ensures optimized workflows, collaborating across teams to support portfolio objectives.
The position emphasizes execution across custodians, post-trade resolution, portfolio monitoring, tax loss harvesting, and assisting Investment Advisors with transitions to internal models.
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