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Randstad US investment portfolio analyst in boston, Massachusetts

investment portfolio analyst.

  • boston , massachusetts

  • posted february 7, 2024

job details

summary

  • $35 - $39.99 per hour

  • temporary

  • bachelor degree

  • category business and financial operations occupations

  • referenceAB_4462834

job details

Company Overview: Our partner is a prominent asset management firm with nearly $465 billion in assets under management and 24 global offices. With a steadfast commitment to renewal, growth, and delivering meaningful outcomes for clients worldwide, our firm boasts decades of trusted expertise in the financial industry.

salary: $35 - $39.99 per hour

shift: First

work hours: 8 AM - 5 PM

education: Bachelors

Responsibilities

As an Investment Portfolio Analyst, you will play a crucial role in ensuring the accuracy and integrity of our investment portfolios through meticulous reconciliation and research. You will collaborate closely with team members to identify and resolve discrepancies, driving improvements in processes and oversight. Effective communication with internal and external stakeholders will be essential in maintaining working relationships and delivering exceptional service to our clients.

  • Prepare and review daily, weekly, and monthly separate account reconciliations between internal accounting systems, trading systems, and custodians.

  • Conduct thorough research on discrepancies and implement timely resolutions.

  • Collaborate with team members on shared responsibilities, fostering a cooperative and supportive work environment.

  • Lead and contribute to continuous improvements in processes and oversight mechanisms.

  • Communicate clearly and effectively with custodians, internal operational teams, investment team contacts, and relationship managers to address issues and cultivate sound working relationships.

Skills

  • Portfolio Accounting

  • Investment Accounting

  • Portfolio Management

  • Excel Macros

  • Excel

  • Excel Pivot Tables

Qualifications

  • Years of experience: 3 years

  • Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

get in touch

we are here to help you with your questions.

JM

jordyn mitchell

  • jordyn.mitchell@randstadusa.com
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