An investment management firmHiring

Performance & Portfolio Data Associate

  • USD 70,000 to 80,000 per year
  • Boston, MA
  • Entry-level
  • Posted 6 days ago
Apply with Keywordise AI

or apply from Claude / ChatGPT / Muse

In one line

Data role supporting sales, client service and investment teams with portfolio analysis and reporting; hybrid, four days a week in the office.

About the role

Sits in the firm's enterprise data and analytics group, handling analytics requests from data input through final review. Also feeds cross-team work on reporting, automation and client engagement.

At a glance

Pay
USD 70,000 to 80,000 per year
Location
Boston, MA
Seniority
Entry-level
Skills
FactSet, Morningstar, Bloomberg, Excel, SQL, Power BI, eVestment, Eagle
Posted
29 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Analyse prospective clients' portfolios and compare them with proposed firm strategies
  • Assemble asset allocation breakdowns and income projections for private wealth clients
  • Classify holdings and mutual funds by asset class, sector and market cap using Bloomberg, FactSet and Morningstar
  • Produce attribution reports so management can judge investment decisions and explain performance
  • Resolve follow-up questions from sales and client service promptly and professionally

What they look for

  • One to three years in investment performance, client reporting, data analysis or a related investment role
  • Strong Excel skills, including complex formulas and charting
  • Experience with investment analytics tools such as FactSet, Bloomberg, Morningstar, eVestment or Eagle
  • Basic database and query knowledge, for example SQL or Power BI

Benefits

  • Discretionary bonus and possible commission on top of base pay
  • Base salary range of $70,000 to $80,000 USD

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

Apply with Keywordise AI7-day free trial, no card.

Apply from your AI assistant

Connect Keywordise to your assistant once, then send it the prompt. It applies for you.

ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job x7o6vfp7of
How to connect

Questions about this job

Where is this job based?

The posting lists Performance & Portfolio Data Associate as a role based in Boston, MA, United States.

What does this job pay?

The posting states USD 70,000 to 80,000 per year.

What experience is needed?

It is an entry-level role. The posting asks for: one to three years in investment performance, client reporting, data analysis or a related investment role; strong Excel skills, including complex formulas and charting; experience with investment analytics tools such as FactSet, Bloomberg, Morningstar, eVestment or Eagle. Skills it names include FactSet, Morningstar, Bloomberg, Excel.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

More business and finance jobs in Boston, MA

All business and finance jobs in Boston, MA
An investment management firmBoston, MA
Apply with Keywordise AI