Investment Associate
$99,800-$131,000
Apply now (opens in a new tab)Investment Associate
L5
$99,800-$131,000
Occupations
Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksTreasurers and ControllersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities- Creates an environment whereby the team is inspired, engaged and motivated by identifying opportunities to learn and grow.
- Manages priorities effectively and adapt quickly to achieve goals while developing efficiencies and established methods in the process.
- Thrives in a complex corporate structure and comfortably switch gears and alter course to adapt to changing circumstances.
- Plays a key role in leading a collaborative and inclusive culture by working closely with Investment Management
- Actively participate in the implementation of the Company's new ledger
- Responsible for ongoing activities as part of the monthly, quarterly and annual close cycles
- Uses professional insight to identify and implement accounting improvements that increase the business value and efficiency of the team.
- Initiates and/or leads increasingly complex continuous improvement activities.
- Participating in problem solving to improve quality, cycle times, increase efficiencies, improve employee engagement and customer satisfaction within the Investment Services Controllership team.
- Makes recommendations to continuously improve the overall control environment of the Investment Services Controllership team
- The Minimum Qualifications
- Bachelor's degree 4+ years of investment accounting experience with increasing levels of responsibility 2+ years of experience with Microsoft Excel, including experience with complex formulas, PivotTables, data analysis and large financial datasets
- The Ideal QualificationsCPA designation or progress toward certification preferred
- Knowledge of statutory (STAT) and GAAP accounting
- Strong analytical skills, including the ability to interpret financial data and clearly communicate the story behind the results
- Demonstrated ability to deliver high-quality work efficiently and operate with increasing independence
- Ability to build and maintain strong relationships across cross-functional teams and with third parties
- Excellent written and verbal communication skills, with the ability to present ideas clearly, professionally, and persuasively to leaders, colleagues, and third parties
- Ability to succeed in a dynamic, agile environment
- Intellectual curiosity and a commitment to continuous learning
Level
SeniorL5
Salary
$99,800-$131,000
Location
East Boston, MA
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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