Job Summary
A financial services company has an open position for a Remote Investment Reporting Senior Analyst .
Candidates will be responsible for the following:
- Processing the expenses of the Mutual Funds, Collective Trusts and Separately Managed Accounts
- Preparing quarterly reports for the Mutual Fund Board of Directors, Adviser, various Committees and annual 15c
- Researching and assisting in special projects as they arise, including the implementation of an expense system
Must meet the following requirements for consideration:
- Bachelor's degree in Accounting, related business degree, or equivalent work experience
- Preferred 5 years of relevant experience
- Preferred intermediate Microsoft Office skills