Investment and Trading Associate

Boston Financial Management, a Boston based investment advisor is seeking an associate to join our investment research and trading team.  This is a great opportunity to join a growing firm with over $3B in AUM.  This employee will support the research and trading team as well as the firm’s wealth managers to implement BFM’s investment strategies in client portfolios.

Primary Responsibilities:

  • Assist in execution of portfolio trades
  • Assist in regular portfolio performance reporting and attribution
  • Assist in implementation of firm-wide buy and sell decisions as determined by the investment team
  • Perform ad-hoc projects to support investment research team
  • Monitor existing accounts and adjust as required to remain compliant with client investment policy
  • Monitor compliance of client portfolios with model portfolios
  • Act as a liaison between Research and Portfolio Management
  • Attend all Investment Research Committee (IRC) meetings

Reports to the Chief Investment Officer

Qualifications:

 

  • Bachelor’s Degree
  • Minimum of two years in the financial services industry
  • Progress towards Chartered Financial Analyst (CFA) designation a plus
  • Experience with Tamarac strongly preferred
  • Series 65 to be completed within 3 months of joining firm

Ideal Candidate:

 

  • Experience trading equities and/or other asset classes
  • Proficient in Excel, Bloomberg, and Tamarac
  • Detail oriented

Compensation

Salary commensurate with experience

Competitive 401k and benefits package

Timing

Immediate

Applying

All interested parties, please send resumes to Ali Russo at AliR@BFMinvest.com.

The Firm

Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since, we have grown into a successful and highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940.

 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.  Boston Financial Management, LLC also takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.

 

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