
Investment Operations Leader - Reconciliation & Data
Valeo Financial Advisors LLC, Carmel, IN, United States
A financial advisory firm in Carmel, Indiana is seeking an experienced Investment Operations Manager to enhance the firm's operations. Responsibilities include overseeing trade reconciliation, managing private investments, and coordinating with advisors to ensure operational excellence. The ideal candidate should have a Bachelor's degree in finance or related fields and at least 5 years of relevant experience. This role demands a strong understanding of regulatory guidelines and the ability to maintain operational best practices.
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