Portfolio Analyst

Mach Partners

Charlotte (NC)

On-site

Full time

14 days+

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Job description

  • Partner with Trading and Middle Operations teams to coordinate complex and varied tasks
  • Oversee daily trade settlement and corporate actions workflow across multiple asset classes
  • Support Investor Coverage and Marketing groups
  • Create, update, and review investor reporting packages
  • Create and review risk and attribution reports for PMs and trading desk
  • Work and collaborate with Investor Coverage, Trading and Legal Teams
  • Accountable for independently managing projects from beginning to end
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