Portfolio Operations AnalystABOUT MAYFLOWER ADVISORSMayflower Advisors is an independent Registered Investment Advisor in downtown Boston, helping clients preserve and grow their wealth for three generations. Our team of 15+ Wealth Managers, backed by a dedicated operations and service team, works with individuals and families, corporate and nonprofit retirement plan sponsors, and endowments and foundations. Our services cover investments, retirement planning, charitable giving, and estate planning.Our motto is "Invested in You," and that applies to our clients and our people. We build lifelong relationships grounded in excellence, honesty, and integrity, and that starts with the team behind the scenes.ABOUT THE ROLEThe Portfolio Operations Analyst sits where our operations and investment work meet. You'll keep daily trading and account activity running smoothly, and you'll also support model management, our third-party investment platform relationships, and Investment Committee preparation. You'll work closely with our Wealth Managers and the Investment Committee, and your work will directly shape how client portfolios are managed. If you're a detail-oriented, process-driven wealth management professional who is curious about investments and wants to build a long-term career in investment management at an RIA, this role is for you.WHAT YOU'LL DOMonitor securities and cash balances across client accounts, and resolve insufficient funds before they become issuesReview and act on RLiq/TLiq noticesExecute ad hoc trade requests and provide trading support to advisorsTrack upcoming bond maturities and corporate actionsConduct the monthly leveraged securities reviewCoordinate mutual fund conversionsSupport onboarding and trading for accounts in Mayflower modelsServe as the primary liaison between advisors and third-party investment platform providers, including direct indexing and model delivery services, for account onboarding, trading, and ongoing servicingManage DCA schedules for Mayflower and custom modelsProduce model-level performance reportingPrepare client-facing portfolio reports, including proposals and portfolio analysis for select advisorsConduct ad hoc portfolio reviews for advisorsSupport investment manager research and due diligencePrepare materials and analysis for Investment Committee meetings, and keep the alternatives inventory up to dateMaintain model portfolio documentation and change logsTake on other responsibilities as assignedWHAT YOU BRINGBachelor's degree required, preferably in Finance or a related fieldSeries 7 required2+ years of experience in wealth management or the retirement sectorStrong quantitative, analytical, and problem-solving skillsA working knowledge of equity and fixed income securities, including bonds, maturities, and corporate actionsFamiliarity with ETF and mutual fund structures, alternative investments, leveraged securities, and performance reportingKnowledge of DCA strategies and rebalancing methodsAn understanding of trade execution, order management, RIA operations, and custodial relationshipsFamiliarity with the RIA regulatory environment, including fiduciary standards and trade complianceExperience with portfolio management and trading platforms (e.g., 55ip) and third-party advisor portals (e.g., BlackRock, J.P. Morgan)Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPointExcellent written English, with strong editing, grammar, research, and presentation skillsSharp attention to detail and strong organizational skills, with the ability to manage daily, weekly, monthly, and quarterly work cyclesA collaborative style that works well with advisors and the Investment CommitteeA proactive, analytical, can-do attitude and a willingness to take ownership and get things doneWHERE YOU'LL WORKThis is an in-office role at our Franklin Street office in Boston. You'll work in person each day with advisors, the Investment Committee, custodial partners, and third-party platform providers, and by phone as well. The position reports to [REPORTING MANAGER]. The work is primarily desk-based, using a computer and phone for most of the day.EQUAL OPPORTUNITYMayflower Advisors is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic. We provide reasonable accommodations to qualified individuals with disabilities.
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