Business Analyst-Portfolio Operations

High growth asset management firm specializing in the wealth management space is in search of a business analyst to review portfolio operations, investor reporting, performance, and ad hoc projects relating to technology initiatives for the firm. This is a high profile role with great visibility to the COO and the partners of the firm.

Successful candidate will have 3 years of experience with investment operations, investor reporting or performance. Must have strong technical skills in dealing with large sets of data, utilizing reporting tools-SQL, Excel(advanced), Portfolio accounting software, or other relevant systems. Advent APX is highly desired. Excellent compensation and culture!

Related Post

Scan CoordinatorScan Coordinator

Superior Grocers – 701 E. Jefferson Blvd. [Retail Associate / Stocker / Team Member] As a Scan Coordinator at Superior Grocers, you’ll: Be responsible for maintaining overall price integrity in

Bail Bond AgentBail Bond Agent

Looking for motivated posting agents in Los Angeles county and Orange county. Must have a valid drivers license and a current California bail agent license. Shift vary. Job Type: Full-time