Investment Portfolio Accountant - Client-Focused
Conning
Conning is seeking a Portfolio Accountant in Hartford, Connecticut, to manage and report on assigned client accounts. The role involves reconciling investment activity, preparing bank custody reconciliations, and ensuring compliance with reporting requirements. The ideal candidate will have a degree in Accounting or Finance and 2-5 years of relevant experience. Strong analytical and interpersonal skills are essential, along with proficiency in Microsoft Excel. #J-18808-Ljbffr Conning
- Conning is a leading global investment management firm with a long history of serving the... ...strategies that address our clients’ unique objectives, requirements and tolerance... ...analysis. The primary responsibility of a portfolio accountant is to account and report on assigned...SuggestedWork experience placementLocal area
$74.1k - $148.3k
...DESCRIPTION: The Corporate Accounting team, which supports the... ...innovative & problem resolution focused, troubleshooting and analytical... ...S. based or U.S. customer or client-facing roles may be required... ...benefits #401(k) Savings and Investment Plan with company match #...SuggestedTemporary workWork at officeLocal areaWorldwideFlexible hours- ...Portfolio Manager Position Description The PortfolioManager... ...designated insurance clients. Thesuccessful... ...for delivering investment and capitalmanagement... ...Their specific focus is toeffectively provide... ...evolving regulatory, accounting andtax issues faced by...SuggestedFull timeRemote work
- ...A law firm seeks an experienced Private Client International Tax and Estate Planning Associate... ...tax and estate planning, with a focus on advising high-net-worth international... ...PFICs. Ability to plan for U.S. real estate investments by non‑U.S. persons. Understanding of...SuggestedRemote work
- Senior Accountant, Client Reporting Services - Hartford, CT Address: Hartford, CT Highlights Bachelor’s degree in Accounting and/or Master... ...for all aspects of monthly accounting and reporting for a portfolio of locations including airports and other highly visible locations...SuggestedWork at officeLocal area
$90k - $95k
...Senior Accountant FP&A Wethersfield/Newington CT Area $90,000 - $95,000 + Bonus Hybrid... ...is hiring for one of our premier clients in the Wethersfield, CT area. We are seeking... ...cash flow analysis Support capital investment decisions and business case development...Remote work$100k
...Role: Property Accountant Industry: Real Estate Development Location... ...50 Years of Success Our client is a highly respected real... ...employee retention Diverse portfolio of both residential and... ...over decades Community-focused organization that regularly hosts...Flexible hours$81.13k - $164.57k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...believe nothing is more important than investing in our culture because it is an investment... ...client projects Advise clients and be accountable for delivering high quality tax service...Full timeLocal areaRemote work$79.2k - $118.8k
Portfolio Analyst - BA08CE We’re determined to make a difference and... ...portfolio, operations, financial accountability, and executive insights are delivered. The position focuses on the emerging intersection... ...portfolio health, strategic investment alignment, and realized...Temporary work- LAZ Parking is seeking a Senior Accountant for Client Reporting Services in Hartford, CT. The ideal candidate will handle monthly accounting and reporting for various locations, including airports. Responsibilities include preparing financial reports, reconciling accounts...Work at office
$30.67 - $74.42 per hour
The Investment Accounting group is responsible for the accounting and reporting for the client’s invested Assets, which includes private equity, hedge funds, commercial residential loans and equity securities. The team’s specific responsibilities include reconciliation...Hourly payWork experience placementLive inWork at officeLocal area$25 - $38.46 per hour
...Private Client Banker Location: 2510 Main Street - Glastonbury... ...Private Client Program and will focus on the entire client... ...client base with up to $2M in investable assets. The PCB helps new and... ...Opening personal and business accounts (consumer checking, small business...Hourly payWork experience placementDay shift- ...SENIOR TAX ACCOUNTANT (CPA/EA) Our client is an award-winning, multigenerational RIA firm based in CT,... ...financial strategies within a Registered Investment Advisory (RIA) practice. This role... ...in a collaborative, client-focused environment. Key Responsibilities...Work at officeLocal area
- ...diverse team helping high-profile clients understand, analyze, and... ...is more important than investing in our culture because it's... ...Responsibilities: Manage a portfolio of clients of varying size... ...Advise clients and be accountable for delivering high quality...Full timeLocal area
- ...accelerate your career, expand your client base, and partner with a firm... ..., efficient, and client-focused transition Enhanced... ...personalized financial planning and investment management to thousands of clients... ...01(k) strategies) Investment portfolio management Family wealth...Full timePart timeWork at officeImmediate start
- ...Wealth Advisor to serve as the primary trusted advisor for a portfolio of clients, ensuring their retention and growth. This role involves... ...twenty-five years of relevant experience, and proficiency in investment and tax planning. The position offers a competitive salary...
$74.9k
...(A&H) has offered a diverse portfolio of specialty insurance and reinsurance... .... We place a strong focus on product development and creative... ..., along with excellent client service and support. In addition... ...This role will focus on the accounting and finance responsibilities...Remote jobFlexible hours- ...Manager Conning is a leading global investment management firm with a long history... ...investment strategies that address our clients' unique objectives, requirements and... ..., Head of Internal Audit, and is accountable for portfolio-level oversight of the global audit plan...Flexible hours
$111.84k - $149.12k
...technology at our hearts and the most driven and focused talent in the business. Benefits As a... ...k) with company match Pre-tax spending accounts including health care FSA and commuter... ...and more! About The Role The Business Portfolio Manager (Marketing) is a senior...H1bVisa sponsorshipFlexible hours- ...financial services firm in Avon, CT is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role focuses on building lasting client relationships and offering tailored investment solutions. Ideal candidates should possess strong...
$70k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate... ...based on each of our unique clients' goals and aspirations. The position... ...management, tax, estate, and investment planning. Focus provides... ...trading and partner with the Portfolio Management team to approve and...Work at officeLocal areaRemote work3 days per week- ...of our customers. Our exceptional quality is driven by a deep investment in and the daily practice of continually improving our people, processes, and products. About the Opportunity: The Senior Accountant is responsible for supporting key corporate finance activities,...Full timeCasual workLocal areaFlexible hoursAfternoon shift
- ...Staff Accountant About the Opportunity Our client, a growing and stable organization, is seeking a detail-oriented Staff Accountant to join their... ...AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the...Work at officeLocal area
- ...just in the business of helping clients with their financial goals –... ..., efficient, and client-focused transition Enhanced partnership... ...personalized financial planning and investment management to thousands of... ...01(k) strategies) Investment portfolio management Family wealth...Full timePart timeWork at officeImmediate start
- ...planning strategies, investment management, tax efficiency... ...work closely with clients to develop and implement... ...in finance, business, accounting, or a related field (... ...e.g., Salesforce) and portfolio management tools. Benefits... ...and client-focused work environment. #J-1...
$62.7k
...Job Description : JOB SUMMARY Perform professional accounting work involving compilation, consolidation, and analysis of accounting... ...skills. Strong relationship building skills. Client focused with strong business acumen. Self-starter with the ability...For contractorsWork at officeLocal area- ...Responsible Growth and delivering for our clients, teammates, communities and... ...with clients to review financial and investment goals and recommend products. Job expectations... ...Client Management Customer and Client Focus Portfolio Management Prospecting Referral...Temporary workWork at officeMonday to FridayShift workDay shift
$101.23k - $172.36k
...advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides... ...Independent Financial Advisor, accounting firms, and estate planning firms... ...competitive and goal-oriented A focus on sales and new business development...Remote work$70k - $80k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to... ...based on each of our unique clients' goals and aspirations. The position... ...management, tax, estate, and investment planning. Focus provides team... ...of trading. Partner with the Portfolio Management team to approve...Work at officeLocal areaRemote work2 days per week- ...providing valuable insights that assist clients in achieving their financial goals.... ...Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning... .... A collaborative and client-focused work environment. #J-18808-Ljbffr Kestra...Work at office
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