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Portfolio Analyst - Tax Aware

MangroupBoston; Massachusetts
On-site Full-time

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Experience Level

Experience

Qualifications

Successful candidates will possess strong analytical skills, proficiency in financial modeling, and a deep understanding of tax implications on investment strategies. A Bachelor’s degree in Finance, Economics, or a related field is preferred. Prior experience in portfolio management or tax analysis would be an advantage.

About the job

Join Mangroup as a Portfolio Analyst specializing in Tax Awareness, where you will analyze and manage investment portfolios with a focus on tax efficiency. This role is vital in ensuring that our clients maximize their investment returns while minimizing tax liabilities.

About Mangroup

Mangroup is a leading financial services firm based in Boston, Massachusetts, dedicated to helping clients achieve their financial goals through innovative investment strategies and comprehensive portfolio management. Our team is committed to excellence and integrity in all aspects of our business.

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