Forest Hills - Accountant- Investment Advisory Division
Accountant- Investment Advisory Division Forest Hills
The Accounting department is seeking an immediate hire to manage the accounting functions on behalf of its investment advisory clients. The includes, but is not limited to, preparation of financial reports, strategic analysis, and making informed client recommendations.
He/she will have the opportunity to join a rapidly growing firm in a fast-paced environment.
Principal Responsibilities- Prepare monthly, quarterly, and annual accounting deliverables using company’s online software platforms.
- Track deadlines and key client milestones.
- Manage client communications.
- Serve as a resource to the rest of the firm, helping to refine current policies and procedures where appropriate
- CPA license preferred, but not required
- 5-10 years experience in the investment advisory industry
- A high level of integrity, accuracy, dependability, enthusiasm and confidentiality
- Strong Quickbooks and Microsoft Excel skills
- Strong organizational skills
- Excellent written and verbal communication skills.
Trexquant InvestmentStamford, 28 mi from Forest Hills (NY)
in Accounting or Back Office Operations working for a Prime Broker, Administrator, Hedge Fund, Mutual Fund, Investment Advisor or Financial/Retirement Planner
• Prior experience with Equities, Fixed Income, Futures, FX, and/or Options preferred
• Proficiency...
New York, 8 mi from Forest Hills (NY)
financial expertise, including but not limited to:
Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis
Responsibilities:
As a Financial...
Robert HalfNew York, 8 mi from Forest Hills (NY)
regulatory filings primarily in the US, and also UK and HK
• Partner closely with the CCO, in developing and implementing policies and procedures for a US registered investment adviser and UK/HK affiliates, with a specific emphasis on the Investment Advisers...