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Hybrid Senior Portfolio Operations Analyst

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: AssetMark
Full Time, Remote/Work from Home position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Portfolio & Asset Management, Financial Services
Salary/Wage Range or Industry Benchmark: 77000 - 95000 USD Yearly USD 77000.00 95000.00 YEAR
Job Description & How to Apply Below

Asset Mark is seeking a Senior Portfolio Analyst to partner with Client Experience, Product Management, Compliance, Portfolio Management, and Trading Operations. The role focuses on researching inquiries, ensuring timely issue resolution, and supporting new product implementations.

The position is hybrid, based near our Phoenix or Charlotte offices, with in-office and remote work. 4–7 years of experience in financial services is preferred, and Series 7 or PMP certifications are a plus.

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Position Requirements
10+ Years work experience
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