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Investment Analyst/Accountant

$60k - $93k

CFS

Investment Analyst Salary: $60,000 - $93,000 Our client, a continuous growth organization, is currently seeking an Investment Analyst to join their team. What is exciting for an Investment Analyst to know about this opportunity Our client is one of the largest and most respected organizations in New England. Their environment offers flexibility and promotes work-life balance and 4 weeks’ vacation to start! Work for a manager who has a very collegial mindset – for someone who is motivated and detailed oriented they will benefit from the opportunity to learn from a manager with solid skills who has a background formerly from Big4 public accounting. Opportunity to work closely with the Executive Leadership Team. Growing environment. Great opportunity for someone who thrives in a fast-paced environment that presents challenge to help grow your skill set. Team has never missed a deadline and are proud of it! Cohesive team with a good balance of sharing ideas. About The Investment Analyst Role Monthly and quarterly investment reconciliations and reporting for both the long-term portfolio and operating investments. Financial reporting of the investments. Analytical oversight of direct investments. The Investment Analyst collaborates across Finance, Accounting, Treasury and external managers/custodians to ensure data integrity, timely close. Reconcile investment management statements. Additional duties as assigned. Preferred Qualifications Of The Investment Analyst BS Accounting/Finance/Economics 2-3 years of Investment Accounting experience. Proficient in MS Excel #J-18808-Ljbffr CFS

Vacancy posted 3 days ago
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