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Client Portfolio Analyst Jobs in Boston, MA (NOW HIRING)

Imea

Associate Client Portfolio Manager

Boston, MA · On-site

$100 - $125/hr

The Associate Client Portfolio Manager will be an active member of the investment team and partner ... Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or ...

BNY

Vice President, IWM Portfolio Management

Boston, MA · On-site

Develop and execute investment strategies to optimize portfolio performance by demonstrating expertise in market analysis and investment trends. * Manage client portfolios, ensuring alignment with ...

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All JobsClient Portfolio Analyst JobsClient Portfolio Analyst Jobs in Boston, MA

Client Portfolio Analyst information

See Boston, MA salary details

$41.3K

$101.3K

$160.8K

How much do client portfolio analyst jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client portfolio analyst in Boston, MA is $101,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $117,300.00 per year, depending on experience, location, and employer.

What does a client portfolio analyst do?

A Client Portfolio Analyst is responsible for monitoring, analyzing, and reporting on investment portfolios managed on behalf of clients. They assist in assessing portfolio performance, conducting risk analysis, and preparing detailed reports for clients and portfolio managers. Their work helps ensure that investment strategies are aligned with clients' goals and compliance requirements. They often collaborate with investment advisors and research teams to support decision-making and respond to client inquiries about their investments.

What are the key skills and qualifications needed to thrive as a client portfolio analyst, and why are they important?

To thrive as a Client Portfolio Analyst, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, economics, or business. Expertise in portfolio management systems, financial modeling tools like Excel, and certifications such as CFA or FRM are often required. Outstanding interpersonal skills, attention to detail, and effective communication help you build client relationships and present complex information clearly. These skills are crucial for delivering accurate analyses, managing client expectations, and ensuring sound investment decisions.

How does a client portfolio analyst typically collaborate with portfolio managers and other team members?

Client Portfolio Analysts work closely with portfolio managers, investment analysts, and sometimes client relationship teams to gather and analyze data that informs investment decisions. They are often responsible for preparing detailed portfolio reports, conducting performance attribution analysis, and contributing insights during team meetings. This role requires strong communication skills, as analysts must clearly present findings and recommendations to both internal teams and occasionally directly to clients. Effective collaboration ensures that portfolio strategies align with clients’ objectives and that any potential risks or opportunities are promptly identified and addressed.

What is the difference between Client Portfolio Analyst vs Client Relationship Manager?

AspectClient Portfolio AnalystClient Relationship Manager
Primary FocusAnalyzing and managing client investment portfoliosBuilding and maintaining client relationships
Required SkillsFinancial analysis, data management, investment knowledgeCommunication, client service, sales skills
Work EnvironmentFinancial institutions, investment firmsBanking, wealth management firms
CertificationsChartered Financial Analyst (CFA), relevant degreesFinancial certifications helpful but not mandatory

While both roles involve client interaction, the Client Portfolio Analyst primarily focuses on analyzing and managing investment portfolios, whereas the Client Relationship Manager emphasizes building strong client relationships and providing personalized service. The roles often overlap in financial firms but serve different core functions.

What are popular job titles related to Client Portfolio Analyst jobs in Boston, MA?

For Client Portfolio Analyst jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Client Portfolio Analyst jobs in Boston, MA look for?

The top searched job categories for Client Portfolio Analyst jobs in Boston, MA are:

Client Portfolio Analyst jobs near you
Infographic showing various Client Portfolio Analyst job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $101,285 per year, or $48.7 per hour.

Portfolio Analyst

FL Putnam Investment Management

Needham Heights, MA • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Description
Job Description

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active member of the Portfolio Analysis Team, and collaborates across multiple teams. **This role can be based in the following Massachusetts locations: Lynnfield, Needham, or Boston. Portfolio Analyst Duties:Executes and allocates trades across various custodians in collaboration with Portfolio Managers, Investment Advisors, and the Asset Allocation CommitteeCompletes post-trade issue resolutionContinually monitors portfolio drift; periodically rebalances to ensure alignment with account objectives, asset allocation, and strategiesProcesses ongoing tax loss harvestingAssists Investment Advisors with transitioning accounts to internal modelsContributes to business development by creating synthetic portfolios based on prospect statements Adheres to guidelines established by the Implementation Committee Coordinates internal action across multiple teams Contributes to the rest of Portfolio Analysis Team to optimize workflowsEssential Knowledge, Skills & Experience:Completion of a bachelor's degree in business, finance, management, economics or another related field; or equivalent years of work experience Preferred progress towards a CFA® designation or possession of a CFA® designation Preferred 1-2 years of trading experience Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needsMaintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keeps client information confidential Deliver consistent excellent customer service to internal and external customers, colleagues and managementCommunication SkillsUses appropriate communication toolsEffectively expresses ideas & concerns Communicates effectively with prospects/clientsCommunicates effectively with colleaguesMaintains effective working relationshipsContributes to building positive environment F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.

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