Allworth Financial
Senior Associate — Investment Ops & Platform Support
Allworth Financial, Dallas, Texas, United States, 75215
A leading financial advisory firm is seeking a Senior Associate for Performance Reporting & Platform Support to oversee investment operations and ensure data integrity. The ideal candidate will possess a Bachelor's degree and 2-5 years of experience in investment operations, with strong proficiency in Microsoft Excel and investment systems. This full-time role requires in-office work in Texas, aiming to enhance operational efficiency and client reporting.
#J-18808-Ljbffr