Job Description
Our client, has been investing globally in high-quality, growing businesses based on disciplined industry, is seeking a Finance Associate. .
Location: Hybrid, Bridgewater, NJ
Position Type: Full Time
The position of Finance Associate
- The Client is looking to hire a Finance Associate to become a key member of the Finance team. The role
- will provide hands-on experience with both pooled vehicle as well as corporate accounting, touching on areas
- such as financial statements, invoicing, general ledgers, budgeting and expense management, and accounting
- systems.
- The individual will oversee the reporting and administration requirements for the firm’s pooled vehicles
- (Mutual funds, UCITS and collective investment trust) and the firm’s UK subsidiary while liaising with
- various departments in the firm as well as third-party service providers. The position is best suited for an
- individual with a keen eye to detail and excellent organizational skills.
- The role will be dynamic, providing an individual with opportunities to learn across multiple areas while
- regularly interacting with senior management and contributing to projects designed to advance the firm.
- In addition, a candidate with interest in automation will be challenged to assist with various process
- enhancement initiatives within the Finance area.
This role is suited for candidates who have:
- Bachelor’s degree in finance or related field
- 2-4 years of public accounting, fund administration or related experience with an investment or financial services firm
- Certified Public Accountant, CPA
- Proficient in Microsoft Excel
- Ability to analyze problems and develop solutions
- Strong collaboration skills to meet team objectives
- Experience with technology tools such as QuickBooks is preferred
- Macro development and/or coding experience is a plus
Must haves:
- CPA, parts passed or be on schedule to sit for the CPA exam
- Advanced excel skills: VLOOKUP, Pivot tables. Ability to write macros is a plus
- Preferred experience in the financial services industry in public accounting or fund administration
- Excellent communication skills and ability to liaise with senior management
- Minimum 2 years’ experience
Salary: $85,000-$100,000; 20% bonus
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