The Investment Accountant - Associate will assist in a wide range of investment accounting and operational activities, including fund accounting, financial statement preparation, and ad hoc project requests.
Requirements
- Bachelor's degree in accounting
- MBA or CPA
- Minimum 7 years' experience in public accounting or other financial services accounting role
- Thorough understanding of endowment and accounting processes and workflows
- Competency with applications and technology tools used in team processes and workflows
- Highly responsible and takes ownership of their assignments and work product
- Ability to manage multiple assignments and priorities
- Elevated attention to detail
- Strong verbal and written communications skills and presence to communicate effectively
- Collegial team player possessing intellectual curiosity, sound judgment, and thoughtfulness
- Constructive, 'can do' attitude committed to consistently doing what is in the best interest of the organization
- Unquestioned honesty, integrity, and transparency
- Proficiency in Microsoft Office 365, SharePoint, Adobe Acrobat and Microsoft Power BI or equivalent