Portfolio Operations & Reconciliation Specialist
Listed on 2026-10-20
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Accounting
Financial Analyst, Financial Reporting, Bookkeeper/ Accounting Clerk, Accounts Receivable/ Collections -
Finance & Banking
Financial Analyst, Financial Reporting, Bookkeeper/ Accounting Clerk, Accounts Receivable/ Collections
D.A. Davidson Companies, an independent, employee-owned firm, seeks a data-conscious specialist to ensure accuracy in our portfolio accounting and trading software and to support daily reconciliation processes.
You will back up Operations and help with account opening/closing while maintaining strict confidentiality of client and company information. The role emphasizes precision, independent work in a fast-paced environment, and collaboration with DIA staff to safeguard data integrity and
This is a great position to take on the Portfolio Operations & Reconciliation Specialist role at D.A. Davidson Companies.
Full responsibilities and requirements are described in the listing above.
Learn more about the Portfolio Operations & Reconciliation Specialist role in the description above.
We appreciate your interest in this position.
Join D.A. Davidson Companies and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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