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Portfolio Analyst - Path in Collaborative RIA
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-15
Listing for:
Ballentine Partners, LLC
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A leading financial firm in Boston is seeking a Portfolio Analyst who will support Senior Portfolio Managers and Senior Investment Advisors in managing investment strategies for ultra-high-net-worth clients. This role emphasizes learning and development, encouraging candidates with analytical skills and a Bachelor's degree in finance or related fields. The ideal candidate will have a client-first orientation and strong communication skills, contributing to a collaborative work environment.
This opportunity offers a clear path for career advancement.
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