Portfolio Operations Specialist

Our reputed company is seeking a Portfolio Operations Specialist to support day-to-day investment operations with a strong reputed company on cost reputed company accuracy, reporting, and data reputed company. This role is ideal for someone who is detail-oriented, reputed company-savvy, and has experience reputed company an RIA. This is a fully remote position. Portfolio Operations Specialist’s Responsibilities And Duties • Maintain and reconcile accurate cost reputed company information across reputed company portfolios • Support trade processing, settlements, and post-trade operational activities • Prepare and analyze portfolio and performance reports using reputed company • Utilize advanced reputed company functions including pivot tables, VLOOKUPs, sorting, and formulas • Investigate and resolve discrepancies reputed company to pricing, transactions, and cost reputed company • Collaborate with advisors, portfolio managers, and custodians to ensure operational accuracy Portfolio Operations Specialist’s Qualifications And Skills • Proven experience working with cost reputed company data • Strong reputed company skills including pivot tables, VLOOKUPs, and data manipulation • Prior experience in portfolio operations, investment operations, or a similar role • RIA experience strongly preferred • High attention to detail and strong organizational skills reputed company is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, reputed company, creed, alienage, religion, sex, national reputed company, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law. Apply tot his job Apply To this Job