About Us >Careers >Portfolio Associate – Private Client

Portfolio Associate – Private Client

Full time
,
Boston, MA

Trillium Asset Management is a mission-driven, values-based investment services company exclusively focused on offering our clients investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. The firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium is an independently operated investment boutique wholly owned by Australian based Perpetual Limited.  The Private Client team is an investment advisory division within the firm managing over $2 billion in assets under management (as of 6/30/2024).  Private Client’s diverse and mission-driven team is focused on delivering values-based, impact-oriented strategies across a variety of asset classes to very-high-net-worth individuals, institutions, and other charitable and non‐profit organizations.

Job Summary

Trillium's Private Client Team is looking to add an early career professional that is excited to deliver exceptional service and support to our engaged values-driven investors.  The Portfolio Associate will work within a collaborative, fast-paced team, focusing on the full scope of client lifecycle support to very-high-net-worth and non-profit clients out of our Boston office.   This position requires someone who can work both independently and as a team player, prioritize and manage various responsibilities effectively, is comfortable working with different software applications, is very organized, and has superior attention to detail.

Duties and Responsibilities

  • Assist in all aspects of client service.
  • Coordinate the opening and on-going maintenance of client accounts, while taking ownership of client tasks through completion.
  • Ensure client requests are completed promptly and accurately. Follow up effectively with Investment Managers on any account needs or issues.
  • Prepare and process client paperwork for cash and asset transfers.
  • Prepare presentations for client meetings.
  • Prepare Marketing Materials and RFP responses.
  • Collaborate with investments, operations, and other teams internally on client month/quarterly reporting needs.
  • Resolve client ad-hoc account needs or projects in a timely manner.
  • Other administrative, client, and firm projects.

Qualifications

  • Desire to work in a wealth management setting.
  • Degree program in a relevant field (finance, economics, math, etc.) or applicable experience in a related field.
  • Must have excellent organizational skills and be able to effectively prioritize multiple tasks with superior attention to detail.
  • Must be comfortable leveraging technology to complete daily activities accurately and efficiently.  Proficiency in the Microsoft Office suite of applications is required.
  • Strong interpersonal and communication skills. Candidates must be able to effectively communicate verbally and in writing with clients, members of the firm, and outside contacts.
  • Collaborative mindset and ability to build productive relationships across the organization.
  • Strong math, analytical, and decision-making skills are required.
  • Desire and ability to work successfully in a growing company environment and a team with a strong culture of independence, self-sufficiency, and personal responsibility.

Hybrid Work Environment:

Trillium operates with a hybrid work environment with some legal restrictions embedded because we are a regulated Registered Investment Advisor and U.S.‐based employer. There are job functions within the company that may require some employees to work full-time within one of our office locations on a temporary or permanent basis. Generally, employees are recommended to be in-office 50% of their working hours.

Compensation:

Trillium Asset Management LLC provides a generous compensation package that includes 401(k), profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off and performance-based bonus program.

We will only consider applications with an attached professional resume and cover letter. **Please Do Not Call**

‍

‍

Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
We will only consider applications with an attached professional resume and cover letter.
Apply Now
Back >
Amsterdam
Boston
London
Melbourne
Portland
San Francisco
Sydney

Boston
‍1 Congress Street
Suite 3101
Boston, MA 02114
‍
(800) 548-5684
(617) 423-6655

Active Portfolios, Global Impact: Putting Assets into Action since 1982®

By clicking the links to third party sites you are leaving the Trillium site and entering a third party site. Trillium are not responsible for any information contained on the third party site.

© 2021 Trillium Asset Management. All Rights Reserved. Trillium Asset Management is a registered trademark.
Green InvestingTM