investment accountant in fort lauderdale

posted
contact
ivonne simon, tatum executive services
job type
permanent
salary
US$ 90,000 - US$ 100,000 per year
apply now

job details

posted
location
fort lauderdale, florida
job category
Finance & Economics
job type
permanent
working hours
9 to 5
salary
US$ 90,000 - US$ 100,000 per year
experience
5 Years
reference number
507197
contact
ivonne simon, tatum executive services
phone
954-401-3099

job description

job summary:

An excellent company looking for an INVESTMENT ANALYST!

Excellent company, flexibility and pays 100% benefits!!

 
location: Fort Lauderdale, Florida
job type: Permanent
salary: $90,000 - 100,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 5 Years
 
responsibilities:
  • Prepares partnership financial reports, investor statements, calculates management fees and capital calls
  • Records monthly valuations received from legacy investment funds
  • Records and reconciles monthly cash activity for Trust
  • Prepares quarterly compliance reporting for the Trust line of credit
  • Records annual valuations for Trust audit
  • Prepares partner unfunded commitments schedules
 
qualifications:

Bachelor's degree in accounting or finance

At least 5 years Analyst experience, 3+ years Investment experience

CPA, MBA preferred

Advanced Microsoft Excel skills

 
skills: $250-500 million


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