Portfolio Operations Specialist in Charlotte, North Carolina
Posted 09/08/21

THE TEAM YOU WILL BE JOINING:

  • High growth subsidiary of a wealth management platform.
  • $4B in assets managed
  • Headquarters in Charlotte with opportunities for national growth

WHAT THEY OFFER YOU:

  • Company offers upward mobility and promotion from within
  • Excellent benefits and team oriented work environment

WHY THIS ROLE IS IMPORTANT:

  • Daily Posting & Reconciliation – Complete daily posting and reconciliation of applicable client custodial data with software platforms.
  • Account setup – interpret / implement account level settings related to investment criteria (cash settings, trade level parameters, allocation assignment, etc.)
  • Model & Composite setup – setup / implement model / composite level settings related to defining the target investment allocation.
  • Trading Support – Collaborate with Client Services and/ or Trading teams by fielding inbound cases and / or emails, answering inquiries or redirecting as needed.
  • Issue Resolution – troubleshoot and resolve account data & performance discrepancies in a timely manner.
  • Corporate Action maintenance – interpret corporate actions processing and how it affects shares, cost basis and account positions across different managers.
  • Best practices – Work with team members to continue to develop and improve best practices which enhance the quality and efficiency of daily operations

THE BACKGROUND THAT FITS:

  • Bachelor's degree from four-year college or university
  • Open to collegiate or professional internship experience 
  • Strong attention to detail and willingness to learn
  • Must have strong Excel skills and interest or knowledge of finance industry
  • Employee Type: Contract
  • Location: Charlotte, North Carolina
  • Category: Corporate Support
  • Date Posted: 09/08/21
Apply Today!
Apply Today!

Apply Today!

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