
Hybrid Portfolio Operations & Trading Specialist
Apella Wealth, Wyomissing, PA, United States
An investment advisory firm is seeking a Portfolio Operations Specialist in Wyomissing, PA. The role involves executing daily trades, managing portfolio operations, and ensuring compliance with firm models and regulations. Ideal candidates have 2+ years of experience in investment operations and strong skills in trading mechanics and Excel. This hybrid position offers a salary of $70,000 to $77,000 and comprehensive health benefits, unlimited paid time off, and professional growth opportunities.
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