This is an exciting and challenging opportunity to partner with Portfolio Managers to support all aspects of client servicing and account maintenance for high-net-worth clients.
The Operations Associate will perform the following duties:
Private Wealth Trading and Operations
Asset Management Trading and Operations
Job Qualifications
The ideal candidate should have a bachelor's degree with a business background (i.e. finance, economics etc.) and excellence in academics.
Candidates should have previous experience in brokerage, banking or investment management services.
Proficiency in Word and Excel are required. Experience with Advent, Moxy, APL and other trading software is preferred.
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