About this role
Senior Investment Management Associate at Peak Trust Company. Location: Las Vegas, Nevada, United States. Role: monitoring portfolio, preparing reporting, reconciling performance Requirements: Bachelor's degree preferred in finance-related field; experience with investment operations, portfolio reporting, analytics; strong Excel skills, analytical and communication abilities; comfortable with investment systems. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English