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
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