Analyst

About the role

The Individual Will Be Primarily Responsible For The Following:

• Assisting in compiling client quarterly investment reporting.
• Managing client documentation (i.e. account openings, Compliance) to ensure proper processes have been followed and filed properly.
• Completing other ad hoc tax and accounting tasks as required.
• Executing other ad hoc requests and reporting as required.

Responsibilities

Assisting in compiling client quarterly investment reporting.
Managing client documentation (i.e. account openings, Compliance) to ensure proper processes have been followed and filed properly.
Providing support to complete financial statements and tax compliance deadlines.

Requirements

• 3+ years of bookkeeping and accounting experience preferred.
• Experience in the investment industry considered an asset.
• Willingness and ability to learn quickly.
• Ability to multi-task and prioritize projects of varying priority.
• Above-average organizational skills.
• Ability to work independently in a timeline-driven environment and to integrate and add value in a team environment.
• Desire to acquire skills and build a long-term career in a unique environment.

Qualifications

• Undergraduate degree in Business or Finance preferred.

Skills

• Bookkeeping and accounting experience.
• Investment industry experience.
• Quick learning ability.
• Multi-tasking and prioritization skills.
• Above-average organizational skills.
• Independent work capability.
• Long-term career development desire.

Benefits

Salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.

Pay

Salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.

Schedule

Salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.

Benefits

Salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.