Portfolio Operations Associate — Evidence‑ Investing
Listed on 2026-10-06
-
Finance & Banking
Portfolio & Asset Management, Financial Analyst
Location: Windham
Northstar Financial Planning, a fiduciary wealth-management firm, seeks an Investment Associate to support portfolio management and client service. You will rebalance client portfolios, leverage Eclipse, and implement tax-efficient strategies.
The role emphasizes collaboration with advisors, developing investment proposals, and maintaining client reporting. Competitive base pay and benefits accompany a flexible, client-focused team.
Join us at Northstar Financial Planning as our next Portfolio Operations Associate — Evidence‑Based Investing in Windham, NH, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Windham, NH, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).