Allworth Financial
Senior Investment Ops: Reporting & Platform Support
Allworth Financial, Dallas, Texas, United States, 75215
A leading investment advisory firm is seeking a Senior Associate for Performance Reporting & Platform Support. This full-time role involves overseeing investment operations, managing reconciliations, and collaborating with teams on system design and risk management. The ideal candidate should possess a bachelor's degree in Finance or a related field, along with 2–5 years of relevant experience. A strong understanding of investment products and analytical skills are crucial. The position is based in Indianapolis, IN, requiring in-office work five days a week.
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