All jobs → Partner boards
Portfolio Analyst, Investment Team
TwinFocus • Boston, MA, US • published 2026-10-05 13:41:55.486159
Apply on source siteDescription
**TwinFocus Capital Partners** Founded in 2006, TwinFocus is a fast\-growing, global, family office and investment advisory firm. We advise a select group of individuals, family office and institutions around the world on over $7\.5 billion in assets. Our firm delivers highly bespoke investment, financial and planning solutions for sophisticated and complex client situations. More information on TwinFocus can be found on our website: www.twinfocus.com. **Job Description** The Portfolio Analyst is based in our Boston office as a member of our Portfolio Advisory and Management team charged with implementation, analysis and performance reporting for investment strategies within an assigned group of client portfolios. The role spans a broad spectrum of portfolio management and technical tasks but focuses on “touching the portfolios” and communicating issues to the Investment Team. The analyst monitors client portfolios daily and facilitates responses to client requests. The analyst is the point of contact for preparation of periodic and ad hoc client reporting packages, investment portfolio reviews and other analyses. Analysts at TwinFocus gain exposure to all facets of a global multi\...
Get jobs like this daily in Telegram: @careeri_bot