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Portfolio Operations & Platform Specialist

NewEdge Advisors

NewEdge Advisors is looking for a Portfolio Management Associate in New Orleans, LA. The successful candidate will support portfolio management operations, compliance, and provide analytical support to the Investments & Wealth Solutions Division. A background in financial services, with experience in RIA platforms and investment operations, is essential. Familiarity with tools like Orion and Salesforce is a plus. The role requires excellent organizational and communication skills in a fast-paced environment. #J-18808-Ljbffr NewEdge Advisors

Vacancy posted 2 days ago
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