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Portfolio Operations Specialist

Social Capital Resources, Charlotte, NC, United States


A leading investment management firm in Charlotte, NC is seeking multiple Portfolio Administrators for permanent positions. The ideal candidate will have over a year of experience in back and middle office operations within asset management. Responsibilities include reconciling discrepancies, preparing month-end statements, and overseeing account onboarding and integrity. Proficiency with software tools like Advent and Bloomberg is preferred. Competitive compensation and opportunities for professional growth are part of the offer. #J-18808-Ljbffr