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Investment Operations & Reporting Associate

Job in Passaic, Passaic County, New Jersey, 07055, USA
Listing for: Lido Advisors
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below

Lido Advisors is hiring an Associate, Portfolio Operations located in New Jersey. This role involves monitoring investment operations, producing performance reports, and managing client relationships.

The ideal candidate will have 2–4 years of experience in investment operations, strong Excel skills, and a detail-oriented mindset. A competitive salary between $60,000 and $85,000 is offered, along with a unique opportunity to build a career in wealth management.

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Position Requirements
10+ Years work experience
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