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Robert Half Portfolio Analyst in Boston, Massachusetts


Our client is a reputable Wealth Management firm in Boston, looking to bring onboard a Portfolio Analyst. This is a hybrid role, in-office 3 days a week.

Responsibilities include overseeing clients' finances, portfolio transactions, and inquiries, while also developing financial planning solutions. They stay current with industry trends, understand client risk profiles, and maintain licensure. Documented financial transactions are carried out within company and regulatory policies. Administratively, they interact with clients, manage client files, work with marketing, and use digital tools for data entry and form processing.


Ideal candidate will bring 3+ years of Financial Services experience, FINRA licenses (series 7, 66, 63/65) and a passion for the financial markets.

If you’d like to be considered, please email your updated resume to Thatiane Abrantes.

Please apply if you meet the requirements and able to be in the office 3 times/week.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

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