Portfolio Operations Analyst — Hybrid, Process Improvement

A financial services firm in Milwaukee is seeking a detail-oriented Portfolio Accountant to join their team. This role requires at least 3 years of experience in portfolio accounting or related operational roles. Responsibilities include preparing and reviewing reconciliations, investigating discrepancies, and supporting process improvements. The ideal candidate will demonstrate exceptional attention to detail, strong analytical and communication skills, and proficiency in Microsoft Excel.

The position operates in a hybrid model with a salary range of $70,000 to $85,000.
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