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Senior Associate: Reporting & Platform
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-27
Listing for:
Allworth Financial
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Financial Reporting
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Senior Associate, Performance Reporting & Platform Support, based in Dallas, TX. This full-time position involves supporting investment operations, managing cash and position reconciliations, and overseeing client reporting processes. Candidates should possess a Bachelor's degree and 2-5 years of relevant experience in investment operations, along with strong analytical skills and proficiency in investment systems.
The role requires excellent communication and detail-oriented work in a fast-paced environment.
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Position Requirements
10+ Years
work experience
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