Curi RMB Capital
Fixed Income Portfolio & Client Operations Specialist
Curi RMB Capital, Milwaukee, Wisconsin, United States, 53244
A financial services firm is looking for a Fixed Income Portfolio and Client Administrator in Milwaukee. The candidate will support portfolio managers and traders while ensuring operational excellence. Responsibilities include communicating effectively with clients, maintaining portfolio software, and monitoring trade processes. Ideal candidates will have 5+ years in investment management and strong communication skills. The role is hybrid, requiring three days in the office weekly, with a commitment to client service and operational support.
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