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Portfolio Advisor

Salary undisclosed

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A reputable investment management firm in Boston is seeking a Portfolio Advisor.
Responsibilities:
· Present products and provide comprehensive portfolio analysis to client
· Identify inefficiencies and risks in client portfolios and provide advice for resolution
· Assist the sales teams in positioning their funds with clients
· Provide quantitative and qualitative competitor analysis and identify market and product trends
· Research new investment solutions & product ideas
· Prepare and deliver analysis and customized portfolio recommendations
· Develop and direct the use of various systems and analytical tools used by the team.
· Other ad hoc analyses and project work as requested
Qualifications:
· Bachelors degree or equivalent, CFA preferable
· 4+ years of asset management experience
· FINRA series 7 & 63 licenses required, or acquired within 90 days of hire