Investment Ops Specialist: Portfolio Analytics

A reputable educational institution in Dudley, Massachusetts is looking for an experienced Investment Operations Coordinator to assist financial advisors in managing client portfolios and conducting investment analysis. The ideal candidate will have at least two years of relevant experience, strong analytical skills, and necessary financial licenses. You will support portfolio operations, ensure adherence to regulatory requirements, and communicate effectively with clients. This office-based role offers the opportunity to impact investment strategies within a professional financial environment. #J-18808-Ljbffr