Associate, Outsourced Chief Investment Officer
Reveal this information
Enter your email to continue
Welcome back!
We're having trouble finding your sign-in details. Please try again later.
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Shoot! There seems to be an error when submitting your resume to TopResume. If you continue experiencing issues submitting your resume please let us know.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
Associate, Outsourced Chief Investment Officer
About the Role
Greater Denver, CO Area (Hybrid)(Denver, Colorado)
The Company is in search of an Associate to join their Fund Accounting/Operations Team. The successful candidate will be responsible for a range of tasks, primarily focused on information processing and coordination with various internal parties to manage all accounting and operational matters for the company's investment portfolios. This includes monitoring client correspondence, assisting with the settlement of investment trades, data and information management, and operating expense management. The role also involves interacting with internal teams, clients, and external service providers, and may evolve to include additional responsibilities as the business and the individual's experience grow. Applicants for the Associate position should have a Bachelor's degree in business, finance, accounting, or a related field, with a strong academic track record. A minimum of 1-3 years of professional work experience is required, with a preference for those in the financial services sector. The ideal candidate will have experience at an audit firm or fund administrator, be able to work independently in a fast-paced environment, and demonstrate reliability, attention to detail, and strong organizational skills. Proficiency in Microsoft Excel is essential, and knowledge of PowerPoint and Word is preferred. The role demands a team player with excellent communication skills, the ability to manage time effectively, and a commitment to compliance and the company's culture.
Functions:
- Finance
- Operations
About the Company
Premier investment adviser delivering objective financial advice to high-net-worth individuals
Industry
Financial Services
Type
Privately Held, Private Equity-backed
employees
1001-5000
Having a resume & LinkedIn profile that stands out is important when applying to opportunities.
As an ExecThread Member you can check out our Executive Branding service to help you optimize your resume, cover letter & LinkedIn profile. Click here to learn more.
The listing you are looking for is no longer accepting applications.
Click here to view other opportunities.
Reveal this information
Enter your email to unlock hidden details
Welcome back!
We're having trouble finding your sign-in details. Please try again later.


