This is a dual role with responsibilities for managing the assets of the underlying portfolios managed by BPW as a Portfolio Advisor while also providing back up trading support for the Director and Senior Equity Trader. The Portfolio Advisor will be responsible for developing an understanding of each investment strategy employed by the firm (proprietary and non-proprietary alike), the company’s asset allocation methodology and will work to implement these strategies continuously on behalf of the client over time. The Portfolio Advisor will be responsible for overseeing investment implementation of a book of accounts with varying objectives; this book of accounts will grow with experience. In addition, the candidate should have a general knowledge of equity trading strategies and a basic understanding of the managed accounts business, and general sponsor information. The primary responsibilities will be to provide intermittent, back up support for day to day transactions in the trading function, including trading new accounts, contributions and withdrawals, and liquidations. In addition, this individual may be tasked with assisting in trade reconciliation.Responsibilities
This individual should have at least 1-3 years of experience in an Investment Management environment or equivalent activities. The candidate would ultimately be expected to work toward the CFA designation. The candidate should have some working knowledge of equity trading, back office functionality, and how the client managed account process works. The candidate should enjoy working in an entrepreneurial setting. He or she should be a self-starter and be comfortable with change in the work environment.
Boston Private is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
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