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Investment Portfolio Coordinator

2 weeks ago

Newport Beach, California, United States US Main Full time
About the Role
  • Assist Portfolio Managers in reflecting investment objects across portfolios in scope.
  • Build internal relationships with Account Managers, Product Managers, Legal & Compliance counterparts, Ops team members, and other Portfolio Associates across global offices.

The ideal candidate will have excellent communication and organizational skills, as well as a strong understanding of financial markets and instruments.