Equities Portfolio Operations Specialist

Social Capital Resources; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Social Capital Resources in Midtown, Manhattan is looking for a Portfolio Operations Associate to join their growing team. This role is focused on ensuring smooth trade processing and effective interaction between various parties involved in portfolio management.

The candidate should have 4-9 years of experience in similar roles, particularly with equity products, and hold a Bachelor's degree. The company values precise reconciliation and corporate action handling.

Qualifications

• 4-9 years experience in a similar position, with a focus on portfolio operations.
• Previous experience working with equity products.

Responsibilities

• Ensuring smooth and accurate trade processing, facilitating interaction between trading, portfolio management, and counter parties.
• Responsible for reconciliations, corporate actions, and portfolio accounting.

Education

Bachelor's Degree

Job description

Social Capital Resources in Midtown, Manhattan is looking for a Portfolio Operations Associate to join their growing team. This role is focused on ensuring smooth trade processing and effective interaction between various parties involved in portfolio management.

The candidate should have 4-9 years of experience in similar roles, particularly with equity products, and hold a Bachelor's degree. The company values precise reconciliation and corporate action handling.