Senior Associate, Performance Reporting & Platform Support

Allworth Financial(21 days ago)

Dallas, TX, United StatesOnsiteFull TimeSenior$114,824 - $155,392 (estimated)Investment Operations

About this role

Allworth Financial is hiring a Senior Associate, Performance Reporting & Platform Support to support investment operations across portfolio management, trading, custody, accounting, and reporting functions. The role sits in the middle office, focused on ensuring accurate investment data and operational continuity across platforms and custodians. It is a full-time, exempt position based in Addison, Texas with in-office work required five days per week.

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Required Skills

Cash Reconciliation
Position Reconciliation
Trade Support
Trade Settlement
Performance Reporting
Portfolio Accounting
System Reconciliation
Data Integrity
Corporate Actions
Composite Returns

+17 more

Qualifications

Bachelor’s Degree in Finance
Bachelor’s Degree in Economics
Bachelor’s Degree in Accounting

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.