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Portfolio Operations & Compliance Specialist

Job in Cedarburg, Ozaukee County, Wisconsin, 53012, USA
Listing for: PJS Investment Management
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

PJS Investment Management, located in Cedarburg, Wisconsin, is looking for an Operations Specialist to support portfolio management and client service teams. This role involves maintaining portfolio accounting records, timely billing, and compliance with regulations.

The ideal candidate will have a degree in a relevant field and experience in portfolio accounting or back-office operations within the financial services industry. Key competencies include strong attention to detail and effective communication skills.

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