Associate/Senior Associate (Investment Firm)

Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio

This Jobot Job is hosted by: Dawit Demoz
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $90,000 - $119,000 per year

A bit about us:

Join a leading global investment firm building innovative technology that powers complex business operations across a diverse portfolio

Why join us?

Work on high-impact initiatives that directly influence business operations.
Collaborate with experienced technology and business leaders.
Competitive compensation, comprehensive benefits, and opportunities for long-term career growth.

Job Details

About the Role

Our client is seeking an Associate/Senior Associate to join its finance and operations team. This role is focused on financial operations, accounting, and reporting while partnering with internal and external stakeholders in a fast-paced, collaborative environment. The ideal candidate is detail-oriented, analytical, and eager to take ownership of key financial processes while contributing to ongoing process improvements.

What You'll Do
Support financial operations related to lending and participant account administration.
Prepare journal entries, general ledger reconciliations, cash postings, wire transfers, and month-end close activities.
Assist with financial reporting and analysis to support business operations.
Partner with internal teams and external stakeholders to resolve inquiries and ensure accurate, timely information.
Perform financial analysis and maintain reporting across multiple systems.
Contribute to special projects, process improvements, and ad hoc reporting as needed.

What We're Looking For
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3–5 years of experience in accounting, finance, financial operations, fund operations, or a related environment.
Strong Excel skills, including pivot tables, XLOOKUP/VLOOKUP, and advanced formulas.
Experience working with ERP systems, general ledgers, CRM platforms, financial reporting tools, and large datasets.
Strong analytical, organizational, and problem-solving skills.
Self-motivated with the ability to work independently and collaboratively.
Professional communication skills and the ability to handle confidential information with discretion.

Work Environment
Hybrid schedule with a minimum of three days per week in the office.
Opportunity to work in a collaborative, fast-paced environment with exposure to a variety of financial operations and strategic initiatives.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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