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Portfolio Operations Analyst

Leeds Professional Resources, Fort Lauderdale, Florida, us, 33336

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A financial services firm in Fort Lauderdale is seeking an entry-level Portfolio Analyst to support investment and wealth advisory operations. This role involves managing new account setups, overseeing transaction processes, and facilitating billing cycles. Ideal candidates will have a Bachelor's degree in a related field and experience in financial advisory. Proficiency in Microsoft Excel and a keen interest in asset management are essential. This is an opportunity to grow in a professional financial environment. #J-18808-Ljbffr