Portfolio Operations Associate

We are a rapidly growing regional wealth manager with offices in Bellevue, Spokane, Portland, San Francisco, and Napa, with over $7 billion in Assets Under Management. Our culture fosters creative thinking, an entrepreneurial mindset, and a willingness to take on diverse responsibilities. Evergreen Gavekal offers a comprehensive suite of investment services to guide affluent families through the complexities of managing wealth. The Portfolio Operations Associate plays a key role in Evergreen's …