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© All Rights Reserved. ApplyBlast.com
F.L.Putnam
The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows as an active member of the Portfolio Analysis Team. This role involves collaborating across multiple teams to execute trades, monitor portfolio drift, and assist with account transitions and tax loss harvesting. The position requires strong analytical skills and a commitment to maintaining client confidentiality and delivering excellent customer service.
Combining Contemporary Insight with a History of Excellence Schedule a Consultation Founded 0 AUA & AUM* $ 0 B Employees* 0 Offices* 0 *As of 12/31/2025 The FLP Difference We are a diversified financial services company with a relentless focus on delivering sophisticated,data-driven solutions and individualized service to our clients. Accessible Collaborative Experienced Comprehensive Individuals […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for F.L.Putnam.
5% below the average for this role