This role will be responsible for recording, reconciling, and balancing complex financial transactions related to investment portfolios. The Investment Accountant III will play a key role in ensuring the accuracy and integrity of financial reports, applying company policies and procedures, and providing analytic support for accounting projects. This individual will work collaboratively with both internal and external contacts, provide coaching to lower-level staff, and serve as a resource to management on complex accounting issues.
***Manager has a strong preference for a candidate near Walnut Creek, CA but is open to anyone in the PST timezone.
Skills:
| Required/Preferred | Knowledge, Skills & Abilities |
| Required | Professional demeanor with ability to interact with employees, vendors and management |
| Required | Strong analytical and problem-solving skills, with the ability to work under pressure and meet deadlines |
| Required | Advanced Excel skills |
| Required | Strong attention to detail and accuracy; takes analytical approach to solving problems. |
| Required | Productive contributor with minimum instruction on day-to-day duties. |
| Required | Ability to apply internal controls and accounting standards to ensure accurate and compliant financial reporting |
Key technologies: MS Office Productivity Software (word, PowerPoint, excel, etc.). Oracle and Princeton Asset Management desired
Education:
| Required/Preferred | Minimum Years of Exp | Comments |
| Required | 7-9 years | in areas such as: investment management, investment operations, investment performance monitoring and risk management |
| Required | Process improvement; skills around SQL and other computer languages | |
| Preferred | Princeton Financial / PAM | |
| Preferred | Oracle |
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