Investment Operations Associate - Columbus, Ohio, , United States
2 days ago

Job summary
The Investment Operations Associate at Summit Financial Strategies is primarily responsible for portfolio rebalancing and trading,ensuring the consistent and efficient implementation of investment strategies across client portfolios.
- Portfolio Management, Rebalancing & Trading: Monitor and manage client portfolios,
ensuring alignment with client investment objectives, risk tolerance, - Collaboration: Work closely with the investment and advising teams to develop
and implement trading strategies and enhance the client experience.
Job description
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