Portfolio Operations Specialist, Asset Management

A top-tier investment management firm in Charlotte, NC is looking for multiple Portfolio Administrators for permanent positions. Candidates need 1+ years of back and middle office experience in asset management, strong technical skills in investment systems, and familiarity with tools like Advent and Bloomberg. Responsibilities include managing month-end reporting, ensuring data integrity, onboarding new accounts, and addressing discrepancies.

This role offers a chance to work within a dynamic team in finance.
We would love to welcome a new Portfolio Operations Specialist, Asset Management to our organisation in Charlotte, NC, United States. Step into the Portfolio Operations Specialist, Asset Management role at Social Capital Resources in Charlotte, NC, United States and grow with us. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply.