Senior Specialist, IWM Portfolio Analyst

We’re seeking a future team member for the role of Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. This role is located in Boston, MA. In this role, you’ll make an impact in the following ways: Assist Portfolio Managers in managing complex aspects of domestic and international portfolios, including researching potential business profitability. Calculate the impact of strategy changes on portfolios and analyze transaction suitability. Prepare trades and monitor clear…