• Centralized Portfolio Advisor

    M&T Bank (Wilmington, DE)
    **Overview:** Supports Wilmington Trust through the trading of centralized investment solutions including model portfolios and separately managed accounts. **Primary ... Responsibilities:** + Trade model portfolios and separately managed accounts in an efficient and accurate manner. + Conduct post trade compliance to ensure trading has been done properly. + Update model portfolios after changes have been made and ensuring… more
    M&T Bank (10/16/24)
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