Hybrid Portfolio Analytics & Marketing Specialist

A leading investment firm in Boston is seeking a Client Portfolio Specialist to support product positioning, marketing, and sales across equity strategies. The successful candidate will have 3-5 years of finance experience, a strong analytical mindset, and advanced Excel skills. This role involves collaborating with investment and sales teams to deliver accurate data and insightful analysis. The firm offers a hybrid work model and competitive compensation along with various benefits to promote employee well-being. #J-18808-Ljbffr