Senior Portfolio Operations Associate Job at Ascendo Resources, Fort Lauderdale, FL

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  • Ascendo Resources
  • Fort Lauderdale, FL

Job Description

Our client is seeking a Senior Portfolio Operations Associate.

You will ideally be currently working for a large institutional broker dealer, a hedge fund or a registered investment advisor.

The client is a very large and growing RIA and has a unique and dynamic environment.

You will be part of a large team supporting Portfolio Managers for all investment related operations & middle office processes

Your role:

  • Interacting with banking and other counterparty relationships to price securities, facilitate trade execution, and solve operational issues
  • Coordinating with different internal groups, including Portfolio Managers and Accounting Team, to ensure smooth functioning of various operational processes
  • Dealing with trade execution and account reconciliation
  • Facilitating monthly client reporting and presentation process
  • Generating trade instructions

Qualifications

  • 3+ years’ work experience in financial services with strong knowledge of financial products and markets
  • 3+ years of Securities operations experience gained in an RIA, Hedge Fund or Institutional Broker/Dealer
  • Strong knowledge of Excel, PowerPoint, and Bloomberg
  • Excellent communication skills; both verbal and written along with superior math skills
  • An undergraduate degree in business, finance, accounting, engineering, or related degree preferred

Job Tags

Work experience placement,

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