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Judson Group

Senior Portfolio Analyst: Scale Investment Ops & Strategy

dallas, TX

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Job description

Judson Group is seeking a Senior Portfolio Analyst for its Dallas team to support portfolio trading and enhance investment operations. The role involves working closely with advisors and managing client accounts with a focus on sophistication in investments, liquidity, and tax considerations.

Ideal candidates will have extensive experience in financial services, advanced skills in Excel and relevant licenses. This position offers significant growth potential in a collaborative environment.

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Worksite address

dallas, TX, 75215, US

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