Overview My client company, a prestigious family office located in Boston which makes and manages investments on behalf of a select group of UHNW families whose portfolios contain hundreds of millions of dollars in investible assets, is seeking a Senior Investment Analyst, CFA. Reporting to the Partner, Public Investments in this newly created position, this person will be fully immersed in all aspects of Firm operations including providing assistance with building portfolios; working on asset allocation construction and portfolio rebalancing, performance/ investor reporting, investment monitoring including portfolio trade activity, preparing for client portfolio reviews, and completing ad hoc project work/ analysis while maintaining a focus in the Public Equity space. With that being said, this role is a FANTASTIC opportunity for a CFA who offers 5-10 years working with public equity securities. Compensation includes a base salary in the $120K- $170K range, depending on experience, plus bonus and benefits. If you are interested and qualified in pursuing this position, please send your updated resume to adamc@fanning-boston.com Fanning, a division of Masis Staffing Solutions Responsibilities Assist with building portfolios and asset allocation construction. Contribute to portfolio rebalancing and investment monitoring, including portfolio trade activity. Prepare for client portfolio reviews and assist with performance/investor reporting. Complete ad hoc project work/ analysis with emphasis in the Public Equity space. Qualifications CFA charterholder. 5-10 years of experience with public equity securities. Strong analytical, quantitative, and communication skills. Compensation Base salary range: $120,000.00 - $170,000.00 per year, plus bonus and benefits. How to apply Interested and qualified candidates should submit an updated resume to the provided email address. #J-18808-Ljbffr Masis Professional Group
...Correctional Officer - St. Martin Parish Correctional Center The most important and essential job duty of this position is attitude and includes the following: getting along with co-workers, being respectful to members of the community, making sure all employees...
...US Non-Accredited Foreign Graduate You've invested a lot of time and energy in your education. Now you want the chance to make your mark.... ...escalating patient problems Offering to counsel, fielding medical questions, and soliciting information on a patient's medical...
A staffing and recruitment agency is seeking a Human Resources Specialist focused on Talent Management Event Logistics in Scottsdale, AZ. This role involves managing onboarding activities and ensuring a seamless process for new hires. Ideal candidates should have experience...
...Description Job Description Job Description Silver Star Real Estate is seeking a highly skilled and results-driven Regional Property Manager to oversee the operations, staffing, financial performance, and marketing strategies across a diverse portfolio of...
...Job Description Job Description AVI Transportation in Boston is looking for enthusiastic drivers to join our great team. This is a fantastic opportunity for individuals who are passionate about providing exceptional service and ensuring customer satisfaction....