Company Profile

55 North Private Wealth

Company Overview

A purpose-built Fee-Only private wealth management firm for high net-worth families with taxable investment assets.

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  • 21 days ago

    Investment Operations Associate

    55 North Private Wealth - Winter Park, FL, United States
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    Roles / ResponsibilitiesWe re looking for an Investment Operations Associate who will support the portfolio management, trading, research, and back-office support functions of the firm. Support the Investment Committee through analysis, research, and internal management reporting. Manage the firm s trading process, including ownership of the portfolio management software and custodial platforms. This includes daily monitoring of client portfolios and rebalancing as needed whenever underlying ...

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