Investment Operations Pro - Addepar Expert (On-Site)
6AM City, LLC
MTO Financial Services in New York is seeking an Investment Operations Associate to support investment reporting, client service, portfolio administration, and back-office operations for RIAs and wealth management clients. The role emphasizes data accuracy, Addepar workflow management, and collaboration with custodians and advisors. Requirements include a Bachelor's degree in Business Administration, Finance or Economics and proven Addepar experience. #J-18808-Ljbffr 6AM City, LLC
Vacancy posted 1 day ago
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