Portfolio Reporting Analyst

Century Group is partnering with a client who is seeking a Portfolio Reporting Analyst to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $65,000 to $68,000 per year.

Job Responsibilities :

• Produce monthly client statements or upon request
• Research and resolve problems identified in client's accounts
• Reconcile cash and securities holdings against bank records and resolve discrepancies in a timely manner
• Assist Portfolio Manager with customized analytical reports as needed

Qualifications :

REF #48136

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