Portfolio Analytics & Reporting Specialist Hybrid

A leading financial services firm in Boston is seeking a Client Portfolio Specialist to provide accurate investment data and analysis for marketing and sales efforts. This role involves collaborating with various teams, reviewing materials for accuracy, and responding to data requests. The ideal candidate has a Bachelor’s degree and 3-5 years of experience in finance and public equities. This position offers a competitive salary range of $105,000 to $115,000 plus bonuses, and a hybrid work schedule. #J-18808-Ljbffr