Senior Portfolio Associate

Senior Portfolio Associate, Family Office Located Just West of Boston The role involves providing dedicated support to the Managing Principal’s clients, the largest clients in the firm, by performing an array of duties including client onboarding, processing portfolio transactions, working with custodians to address custody vs firm discrepancies, portfolio reporting – including assisting the Managing Partner with creating customized reporting templates, gathering materials for and attending portfolio reviews, executing post review tasks, and serving as the initial point of contact to address any client inquiries; to provide the client with portfolio updates, working with the Senior team to identify process efficiencies, etc.

Responsibilities

Client onboarding

Processing portfolio transactions

Working with custodians to address custody vs firm discrepancies

Portfolio reporting, including assisting the Managing Partner with creating customized reporting templates

Gathering materials for and attending portfolio reviews

Executing post review tasks

Serving as the initial point of contact to address any client inquiries and providing portfolio updates

Working with the Senior team to identify process efficiencies

Qualifications

5+ years of experience providing this type of support to an Advisor community at a wealth management firm

Series 65 license is a plus; a candidate without it will be required to pursue the license

Strong knowledge of portfolio operations, transaction processing, and custodial reconciliation

Excellent communication skills and client‑service orientation

Ability to develop and maintain customized reporting templates

Compensation Base salary in the $140,000–$175,000 range, depending on experience, plus bonus potential.

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