Portfolio Associate

Boston Trust Walden Company is an independent, employee-owned firm providing investment management services to institutional investors and private wealth clients. The firm manages approximately $15 billion in client assets. Our team of professionals is committed to our distinctive investment philosophy, disciplined approach, and impact investing leadership.

Reasons to join Boston Trust Walden include:

• Firm size, reputation, stability, and success

• Challenging and fulfilling responsibilities

• Accessible senior leadership team

• Collegial work environment

• Commitment to both client and community service

• Recognition that work is but one component of a balanced life

The role of the Portfolio Associate is to provide administrative support to the Client Relationship Managers and the Fiduciary Officer with a primary focus on trust account administration. Key responsibilities include, but are not limited to:

• Assist with the processing of custodian bank and internal forms related to client requests for distributions, asset transfers, opening and closing of accounts, charitable gifts, and system administration

• Support senior Client Relationship Managers and the Fiduciary Officer in providing responsive, diligent, and excellent client service

• Work with other departments (e.g., Operations, Tax, Compliance, and Trading) to help resolve client issues • Manage the client onboarding process, coordinating with the Operations and Compliance teams

• Coordinate the preparation of trust and investment committee meeting materials and the resulting meeting minutes

• Prepare presentation materials for client meetings

• Maintain electronic files and process any incoming or outgoing documents (e.g., checks, trust instruments, insurance policies, tax documents)

• Analyze current processes and procedures, providing suggestions and using technical skills to add efficiencies and improve internal forms

• Produce and distribute client reports such as performance, asset allocation, and other ad hoc reporting • Ad hoc projects

Qualifications:

• BS/BA or equivalent proven experience

• Minimum of two years’ experience within the financial services industry

• Previous experience in the legal or financial industry assisting with the administration of trust accounts preferred, but not required

• Microsoft Office skills, especially advanced level Excel and PowerPoint

• Previous experience with Advent Portfolio Exchange (APX), SEI Trust 3000, OnBase, Salesforce or DocuSign a plus

• Notary Public (or willingness to become a Notary Public)

Desired skills:

Accuracy and attention to detail

Strong client service orientation with excellent customer service skills

Aptitude to pick up new technologies and procedures

Superior verbal and written communication skills

Ability to work both independently and as part of a team

Ability to simultaneously manage multiple tasks and meet deadline

Boston Trust Walden is committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/U.S. military status, pregnancy, citizenship status, or other legally protected status.

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in office and remote work. Specifics are dependent upon team and should be discussed with the hiring manager.

Boston Trust Walden Company is committed to diversity in the workplace. We seek to create an environment where all employees’ abilities and energies are fully utilized. We believe diversity enhances our opportunity to build a high-performance culture that enables us to succeed in a competitive business. Reasonable accommodations will be made available to any applicant requesting them for the application process. Boston Trust Walden Company is an Equal Opportunity Employer.