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Portfolio Operations Specialist

Social Capital Resources, Charlotte, North Carolina, United States, 28245

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A top-tier investment management firm in Charlotte, NC, is seeking multiple Portfolio Administrators for permanent positions. The role involves managing reconciliation discrepancies, preparing month-end accounting statements, and overseeing account onboarding processes. Ideal candidates should have over 1 year of financial work experience, technical knowledge of investment markets, and familiarity with portfolio accounting systems like Advent. This position offers a chance to work at a prestigious firm in a dynamic environment. #J-18808-Ljbffr