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Financial Services
The Senior Operations Analyst will handle daily reporting, manage fund trades, and oversee settlements while ensuring regulatory compliance in financial operations.
Top Skills:
Financial ServicesTrade Processing
Financial Services
The Portfolio Specialist supports portfolio management, communication with advisers, and data analysis for investment strategies, delivering performance reports and maintaining model portfolios.
Top Skills:
Adobe AcrobatExcelMicrosoft PowerpointMicrosoft Word
Financial Services
Support investment advisers by executing strategies, preparing reports, managing client accounts, and ensuring compliance for UHNW clients.
Top Skills:
Avaloq
Financial Services
The Associate will manage client onboarding, coordinate with the Operations team, assist with client queries, and support Investment Advisers in preparation of proposals and reports.
Top Skills:
Client Management TechnologyInvestment Proposal SoftwareSpreadsheets
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