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Wealth Management Operations Specialist; Data & Reporting

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Wintrust Financial
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Operations Specialist (Data & Reporting)
A prominent wealth management firm in Chicago is seeking an Operations Analyst to support investment management activities. This role involves maintaining portfolio data, calculating investment performance, and collaborating with internal teams. The ideal candidate has a bachelor's degree, 2-5 years of experience in financial services, and strong skills in Excel. Competitive salary and comprehensive benefits are offered.
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