Financial Analyst

EntrepreneurShares LLC
Boston, MA

About The Job

ERShares is a rapidly growing $500M Asset Management company with 3 Mutual Funds, 2 ETFs, and a variety of separately managed accounts. We have a start-up-like culture with a small but very energetic, capable and international team.

About This Role

  • Assist with financial and portfolio analysis, trade execution, trading operations, reporting and operational communications with outside vendors.
  • They will prepare, organize, analyze, summarize, and consolidate internal and client reports, operational and compliance reviews, periodic performance, and portfolio characteristics reports for various stakeholders.
  • They will prepare and analyze trade blotters, portfolio positions and index deviations.
  • They will also conduct in-depth analysis and data analysis to explain trends or variations from expectations and identify opportunities and risks to examine viability of potential investments.
  • They will also handle day-to-day operational requests from finance, compliance, administrative, accounting departments and senior management.
  • They will also implement new and ongoing strategic company initiatives.
  • Finally, they will prepare, review, and submit portfolio trades, accounting, and auditing reports to custodian databases.

Requirements

  • Degree: Master’s
  • Majors: Finance, Statistics, or other closely related field.
  • Job site: Will work at company’s location at: 175 Federal Street, Suite 875, Boston, MA 02110
  • TO APPLY: EMAIL RESUME WITH JOB NO. FA1 TO: Entrepreneurshares, LLC, [email protected].
  • EMPLOYER’S NAME: Entrepreneurshares, LLC
Posted 2025-08-06

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