Investment Associate to $40k

Our client, a premier financial services firm is seeking a bright detail oriented individual to fill the role of Investment Associate. The key role of the Investment Associate will be to oversee all custody and accounting related investment operations for the company?s global portfolios.

Responsibilities:

-  Daily account maintenance such as cash processing and management, futures processing, voluntary corporate action processing, and trade processing

-  Month end reconciliations including identification and resolution of cash, security, and market value breaks.

-  Monthly appraisals

-  Assisting in the trading process

-  Performing trade analytics

-  Providing Portfolio Managers with account information

-  Responding to client requests

Qualifications:

Bachelor?s degree, one year of experience in international operations with custodian bank, accounting/custody background and/or knowledge of financial markets, and a strong working knowledge of Excel, Word, Outlook, and Access. Enrollment in CFA or graduate program is a plus!

 

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.


Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.  Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.


Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Financial, Beacon Hill Associates, Beacon Hill HR, Beacon Hill Legal, and Beacon Hill Technologies by visiting