Portfolio Solutions Associate - Flexible Hours

Santa Barbara Management

Santa Barbara Management is seeking a Portfolio Solutions Associate to join the Portfolio Solutions team in Chicago. You will support the Portfolio Manager across onboarding, reporting, scenario modeling, asset allocation, and account maintenance, using Riviera and SBM’s tools to keep client financial pictures current. The role emphasizes building the playbook for the new Portfolio Solutions offering, with focus on data accuracy, client service, and proactive problem solving. #J-18808-Ljbffr Santa Barbara Management

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Vacancy posted 5 days ago

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