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We are a diverse group of professionals experienced in and responsible for accounting, financial reporting, tax, policy and controls, cash operations, corporate finance data and systems management as well as wealth management finance activities.
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3+ years of experience in investment accounting, investment operations, or investment-related field and be familiar with basic investments such as bonds and stocks. As an Accounting Associate in our Investments Accounting area, you will contribute to our impact by ensuring the accurate, timely completion of monthly, quarterly and annual accounting close cycles for complex investment accounting by effectively planning, monitoring, and problem solving.
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I’m writing to inform you that one of my client companies, an RIA located in Boston which services a private wealth client base, is seeking a Client/ Portfolio Associate. Working closely with the firm’s Principal, this is a hybrid role that will enable the selected individual to perform tasks in the Compliance, Client Service, Investment Operations, Trading, and Client Reporting disciplines.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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We are currently seeking an Private Funds Operations Associate to join our growing team. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$154,300 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The EDD Operations Associate is a part of Wealth Management Operations and is responsible for overseeing processes related to the Enhanced Due Diligence program. The EDD Operations Team is embedded within the Firm's Wealth Management Operations Group.
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B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services.
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If you are an accounting professional fascinated by process improvement and the opportunity to tinker with operations, processes and systems, marshalling your creativity to prove that "good" simply isn't good enough - let's chat.
$154,300 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Consumer & Investment Management Division Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and processing functions across the trade and client lifecycle.
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Research Associate is responsible, under direct supervision, for data collection, statistical studies, and research for individual companies and their securities, within their specified industry.
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As a result of continued growth within our Accounting Advisory practice, we are currently seeking a Senior Associate for our national team that will have the flexibility to sit in any of our offices or work remotely with travel for specific projects as needed.
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We are searching for a Portfolio Administration and Trading Associate to grow and develop within our trading and operations department. · Experienced in wealth management software and tools (i.e., Black Diamond, Morningstar, etc.
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Experience in an environment with SAP, NetSuite, Sage Intacct, Workday, Yardi, or Quickbooks. Strategic Road Mapping and execution on company led strategy that could include ESG readiness, Digital Asset adoption and reporting compliance, or other transformative initiatives.
$154,300 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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2-5 years of experience in a portfolio analyst or investment operations role. · Support the Vice President of Trading, Operations & Portfolio Administration in reviewing client portfolios and.
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Utilizing analytical skills and knowledge of finance and operations for various projects in turnaround, restructuring, bankruptcy and performance improvement. We are seeking a full-time Senior Associate in our New York, NY office.
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wealth operations jobs Title: associate
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