Establish and maintain relationships with clients, manage daily client engagement, reporting, and operational performance, and provide guidance and mentorship to analysts.
Requirements
- Bachelor's degree in accounting or similar field
- 5+ years of experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
- Working knowledge of financial services and investment accounting
- Structured products, derivatives, fixed-income securities experience preferred
Benefits
- Business casual atmosphere
- Flexible working environment
- Team focused culture
- Cutting edge investment reporting technology and expertise
- Defined and undefined career pathways
- Competitive medical, dental, vision, and life insurance benefits
- Maternity and paternity leave
- Personal Time Off and Volunteer Time Off
- RSUs and employee stock purchase plan
- 401k with match