Advent Portfolio Exchange Jobs

The Senior Portfolio Operations Analyst role supports the Portfolio Accounting team at Allspring Global Investments in Milwaukee. The position involves leading process improvements across portfolio accounting and performance functions, managing new product deployments, and resolving complex discrepancies with custodians. Key responsibilities include mitigating risk, enhancing operational efficiencies, and overseeing daily reconciliations and reporting. The role appeals to professionals seeking a leadership opportunity within a collaborative environment that values continuous improvement and execution excellence. The position operates on a hybrid model requiring four days of in-office work per week.

The Sr. Associate, Portfolio Management role supports the Wealth Management Investment Team at FNBO by managing equity and fixed income portfolios for fiduciary accounts. Key responsibilities include constructing diversified investment strategies, conducting securities research, executing trades, and presenting investment performance to clients. The position also involves participating in new business development and ensuring strict compliance with banking regulations. This onsite role appeals to candidates seeking a collaborative environment that fosters innovation and mentorship, offering opportunities for professional growth through a supportive culture and comprehensive benefits.

This junior accountant role supports a global multi-strategy investment firm managing billions in assets. The position focuses on daily P&L reporting, preparing fund expenditure packages, and performing reconciliations for various fund entities. Key duties include assisting with the month-end close process, verifying portfolio pricing, and analyzing cash activity across multiple funds. The opportunity appeals to candidates seeking to work within a collaborative environment at a firm with a strong presence in the alternative asset management sector. The role requires a bachelor's degree, relevant experience in investment management, and proficiency in Excel, offering a chance to grow professionally while contributing to a dynamic financial team.