Senior Remote Portfolio Reporting Lead

A leading financial advisory firm is seeking a Portfolio Reporting Team Lead in New York City. The role involves providing support for client performance reporting systems, leading teams, and ensuring timely delivery of reports. Candidates should have 7-10 years of investment services experience, strong leadership skills, and proficiency in Microsoft Excel, Salesforce, and portfolio accounting software. This position offers a competitive salary and flexible benefits, including health insurance and 401(k) options.
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