
Portfolio Operations Specialist
Social Capital Resources, Charlotte, North Carolina, United States, 28245
A top-tier investment management firm in Charlotte, NC, is seeking multiple Portfolio Administrators for permanent positions. The role involves researching and remediating reconciliation discrepancies, preparing month-end statements, and managing new account onboarding. Candidates should have over a year of financial work experience, strong technical understanding of investment markets, and experience with portfolio accounting systems. Proficiency in relevant software like Bloomberg and Advent is preferred. This opportunity offers a chance to grow within a dynamic team.
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