Reporting & Platform Operations Associate
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-28
Listing for:
Allworth Financial
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A prominent investment advisory firm based in Addison, TX, seeks a Senior Associate in Performance Reporting & Platform Support. This role involves overseeing investment operations processes including cash and position reconciliation, client reporting, and collaborating with teams to optimize systems. The ideal candidate needs a Bachelor's degree, 2–5 years of experience in investment operations, and strong analytical skills. Competitive benefits and a collaborative environment are offered.
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Position Requirements
10+ Years
work experience
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