Senior Investment Analyst


Salary:

$50,000.00 to $60,000.00 per year

Location:

PHILADELPHIA, PA

Date Posted:

April 26, 2019

Employment Type:

Full-time

Job Reference:

03720-0010932756

Staffing Area:

Full-Time Accounting & Finance


Description
Our client, a leader in providing financial services, is seeking a Senior Investment Analyst for a full time opportunity. The Senior Investment Analyst will be responsible for working with multiple institutional clients that are invested in partnership funds.

Other duties and responsibilities of the Senior Investment Analyst include but are not limited to:
? Assist with various ad hoc requests from clients, consultants and internal teams
? Assist in the initial funding and subsequent activity of accounts by coordinating with legal, implementation/trading and operations teams
? Coordinate monthly statement distribution with outside vendors
? Prepare monthly preliminary and final activity list in Excel for all funds from which all trading will be instructed
? Respond to client audit requests in a timely manner

Interested candidates should email their resume to [email protected]
Requirements
The ideal Senior Investment Analyst will have a Bachelor?s Degree from an accredited college or university with a concentration in Finance or Accounting, MBA or CPA preferred.

Other requirements include but are not limited to:
? 3++ years? experience in Corporate finance
? Strong user skills in Microsoft Excel (i.e. V-lookups, Pivot tables)
? Spreadsheet experience recommended
? Strong communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations

Interested candidates should email their resume to [email protected]
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888-490-5461 for additional information.

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Philadelphia, PA

1735 Market St
25th Floor
Philadelphia, PA 19103
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215.568.4580
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