Portfolio Operations Specialist
Company: VirtualVocations
Location: Milwaukee
Posted on: November 17, 2024
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Job Description:
A company is looking for a Portfolio Operations Specialist
responsible for managing third-party asset management platforms and
supporting client service needs.
Key Responsibilities
Advise internal trading teams and outside asset managers to ensure
client needs are met
Monitor third-party asset management platforms for proper trading
and asset allocations
Assist client service teams with reallocating investment strategies
in client portfolios
Required Qualifications and Education
High school diploma required; Bachelor's degree preferred in
Business, Economics, Accounting, or Finance
At least 1 year of experience in a professional investment
management environment preferred
Experience with Envestnet systems is helpful
Familiarity with Salesforce, Microsoft Excel, and Microsoft Access
is beneficial
Keywords: VirtualVocations, Evanston , Portfolio Operations Specialist, Other , Milwaukee, Illinois
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