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Investment Analyst/Accountant

CFS

Hartford, CT

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JOB DETAILS
SALARY
$60,000–$93,000 Per Year
SKILLS
Accounting, Data Quality, Detail Oriented, Economics, Finance, Financial Reporting, Investment Accounting, Investment Analysis, Investment Management, Investment Reporting, Leadership, Microsoft Excel, Public Accounting, Reconciliation, Time Management, Treasury Management
LOCATION
Hartford, CT
POSTED
4 days ago

Investment Analyst


Salary: $60,000 - $93,000


Our client, a continuous growth organization, is currently seeking an Investment Analyst to join their team.


What is exciting for an Investment Analyst to know about this opportunity:



  • Our client is one of the largest and most respected organizations in New England.

  • Their environment offers flexibility and promotes work-life balance and 4 weeks’ vacation to start!

  • Work for a manager who has a very collegial mindset – for someone who is motivated and detailed oriented they will benefit from the opportunity to learn from a manager with solid skills who has a background formerly from Big4 public accounting.

  • Opportunity to work closely with the Executive Leadership Team.

  • Growing environment.

  • Great opportunity for someone who thrives in a fast-paced environment that presents challenge to help grow your skill set.

  • Team has never missed a deadline and are proud of it! Cohesive team with a good balance of sharing ideas.



About the Investment Analyst role:



  • Monthly and quarterly investment reconciliations and reporting for both the long-term portfolio and operating investments.

  • Financial reporting of the investments.

  • Analytical oversight of direct investments.

  • The Investment Analyst collaborates across Finance, Accounting, Treasury and external managers/custodians to ensure data integrity, timely close.

  • Reconcile investment management statements.

  • Additional duties as assigned.



Preferred Qualifications of the Investment Analyst



  • BS Accounting/Finance/Economics

  • 2-3 years of Investment Accounting experience.

  • Proficient in MS Excel





#LI-SP1


#INMAY2026

About the Company

C

CFS

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.

CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.

Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

COMPANY SIZE
500 to 999 employees
INDUSTRY
Financial Services
FOUNDED
1994
WEBSITE
http://www.cfstaffing.com/

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