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Portfolio Operations Associate
Dedicated individual contributor with 10+ years in the capital markets seeking a position executing trades, monitoring daily portfolio activity, researching trade discrepancies and resolving customer inquiries. Interested in working closely with portfolio managers and traders to execute investment strategies across client portfolios, including the set-up of new accounts and management of day to day operations, portfolio pricing and reconciliation. Interested in the preparation of performance reports and analysis of holdings. Excellent analytical and communications skills. Organized, efficient, and detail-oriented.
Financial Specialist
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Specialist |
Education level: |
Bachelor |
Will Relocate: |
Yes |
Location: |
Ashland, MA |
