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© All Rights Reserved. ApplyBlast.com
Ballentine Partners
Ballentine Partners is seeking a Portfolio Associate to support Senior Investment Advisors with asset allocation, portfolio construction, and execution of investment strategies. The role involves preparing trade plans, drafting investment policy statements, monitoring client portfolios, and creating client-ready materials while collaborating with custodians and investment managers.
Headquarters
Waltham, Massachusetts, United States
Company Size
51-200 employees
Founded
1984
Ballentine Partners is an independent wealth management firm dedicated to serving clients at inflection points of wealth. They provide tailored investment management, comprehensive financial planning, and strategic advice to individuals, families, and institutions navigating major wealth transitions. As an independent advisor, Ballentine emphasizes customized solutions, long-term relationships, and objective guidance to align financial decisions with clients’ goals.
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 Ballentine Partners.
15% below the average for this role