Assistant Portfolio Manager/Research Analyst | North Shore Boston, Massachusetts

Reference Number: MHH7164
Location: North Shore Boston, Massachusetts

Judson Group has been retained by a successful RIA in the search for an Assistant Portfolio Manager/Research Analyst responsible for assisting the CEO and CIO in all aspects of investment management and research analysis (equity). The ideal candidate has experience working with high-net-worth individuals and families in an assistant planning and investment capacity. This position could lead to Portfolio Manager over time.

Responsibilities:

  • Responsible for assisting relationships with current and prospective HNW clients.
  • Primary focus will be mainly on equity-oriented investments.
  • Responsible for client meeting preparation with emphasis on investment management.
  • Support team with investment analysis and recommendations.
  • Manage customized research projects, company analysis, and investment themes or country specific analysis.
  • Assist in portfolio management duties including trade order management implementation and portfolio reviews.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.

Requirements:

  • 3+ years’ analyst experience.
  • Bachelor’s degree required; advanced degree and/or CFA is a plus.
  • Desired traits include client service mentality, being a self-starter, and having a sense of urgency.
  • Exceptional communication and presentation skills.
  • Must have samples of written analysis and demonstrated ability to review and analyze.

Compensation: Attractive compensation package including base salary, bonus, and benefits

Location: North Shore Boston, Massachusetts

Reference Number: MHH7164

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