Reconciliation Analyst / Investment Operations Process Analyst

Cox · San Francisco Office

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About this role

This is a hybrid role within the Portfolio Operations group, splitting time roughly evenly between executing core daily operations functions and engineering automation and AI-enabled improvements across Portfolio Operations workflows. The primary operational focus is custodian reconciliation, with additional support across corporate actions, pricing oversight, and class actions. The person in…

Excerpt only. The full posting is on the employer’s careers site.

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