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Investment Portfolio Operations Specialist

Vaughannelson

Vaughan Nelson in Houston seeks a Full Time staff member to administer client investment accounts and support daily portfolio operations. You will balance accounts, process corporate actions, and assist with onboarding and client reporting, working closely with portfolio managers and custodians. The role requires strong Excel skills, attention to detail, and experience with Bloomberg/FactSet and trade workflows. This on-site position reports to the Director of Portfolio Administration. #J-18808-Ljbffr Vaughannelson

Vacancy posted 2 days ago
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