Fintech Portfolio Reporting & Client Delivery Specialist
Listed on 2026-11-04
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Finance & Banking
FinTech, Banking & Finance, Financial Sales
Atlas Search in Stamford, CT, is seeking professionals for Associate and AVP levels. The role blends client service, investment reporting, operations, and technology, with a hybrid work model (4 days in office, 1 day remote).
The Associate is expected to handle reporting, data feeds, onboarding, and custom client reports, while AVP will lead a team, coach colleagues, and drive process improvements. Strong wealth management experience is preferred.
This role, Fintech Portfolio Reporting & Client Delivery Specialist at Atlas Search, could be your next move.
As a Fintech Portfolio Reporting & Client Delivery Specialist, you will play an important part at Atlas Search in Stamford, CT, United States.
We invite applications for the Fintech Portfolio Reporting & Client Delivery Specialist position located in Stamford, CT, United States.
The following opportunity is for a Fintech Portfolio Reporting & Client Delivery Specialist with Atlas Search.
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