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Wealth Portfolio Analyst & IPS Specialist
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-08-22
Listing for:
Ballentine Partners
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Ballentine Partners, based in the Boston area with offices in Florida and New Hampshire, seeks a Portfolio Associate in Waltham. The role supports Senior Investment Advisors in asset allocation, portfolio construction, and executing investment strategies while handling substantial analytical work.
Qualifications include a Bachelor's Degree, 2–5 years of experience, and familiarity with investment software and CRM systems.
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