×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant

UHNW Investment Operations Specialist

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: Lido Advisors
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Business
Job Description & How to Apply Below
A financial services firm in Mequon is seeking an Associate for Investment Operations. In this role, you will be responsible for managing investment operations and reporting across various strategies, engaging with ultra-high-net-worth clients. Candidates should have 2-5 years of experience in investment operations and strong Excel skills. This position offers an opportunity for long-term career growth and exposure to sophisticated investment portfolios.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search