Allworth Financial
Senior Associate, Performance Reporting & Platform Support | Equity Eligible
Allworth Financial, Dallas, Texas, United States, 75215
A financial advisory firm is seeking a Senior Associate for Performance Reporting & Platform Support in Dallas, Texas. This role involves overseeing investment operations processes, cash and position reconciliation, and compliance support. The ideal candidate has a bachelor’s degree in finance and 2-5 years of experience in investment operations. The company emphasizes a supportive work environment with a focus on employee well-being, offering competitive benefits and opportunities for growth.
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