Portfolio Operations Specialist

A top-tier investment management firm in Charlotte, NC, is seeking multiple Portfolio Administrators for permanent positions. The role involves managing reconciliation discrepancies, preparing month-end accounting statements, and overseeing account onboarding processes. Ideal candidates should have over 1 year of financial work experience, technical knowledge of investment markets, and familiarity with portfolio accounting systems like Advent. This position offers a chance to work at a prestigious firm in a dynamic environment.
Our organisation is growing, and we are hiring a Portfolio Operations Specialist in Charlotte, NC, United States. We are looking to fill the Portfolio Operations Specialist position at Social Capital Resources in Charlotte, NC, United States. The Portfolio Operations Specialist role at Social Capital Resources is now open for applications in Charlotte, NC, United States. Join us at Social Capital Resources as our next Portfolio Operations Specialist in Charlotte, NC, United States.