Associate-Alternative Investments

Associate-Alternative Investments

Requirements

• Bachelor’s degree in Accounting from a four year college or university preferred.
• 1+ years’ experience in Investment Accounting a plus.
• Working knowledge of Alternative investments
• Foundational knowledge of Investment Accounting concepts and principles.
• Ability to lead and motivate staff.
• Strong analytical, critical thinking, and problem-solving skills.
• Exceptional written, verbal and interpersonal communication talent.
• Ability to organize and self-prioritize in a fast-paced work environment.

Responsibilities

• Maintain client relationships by managing expectations while adhering to department standard operating procedures.
• Analyze and review work to ensure completeness and accuracy of the investment accounting data.
• Manage and complete new client initiatives and transition process.
• Review and evaluate existing procedures and operations, but also make recommendations regarding process improvements.
• Engage in additional learning offered by Broadridge to promote personal and professional development.
• Monitor workflow and productivity to ensure deadlines are met accordingly.
• Ability to work with system development to draft and design new functionality for the investment accounting platform.
• Assist with fund audits where applicable by providing necessary support to third party auditors.
• May perform other duties/responsibilities as needed or assigned.

Preferred Qualifications

No preferred qualifications provided.