Preferred Skills/Experience - Working knowledge of Microsoft Office products- Thorough knowledge of Advent applications preferred- Thorough knowledge and understanding of portfolio accounting and the investment management industry- Excellent verbal and written communication skills- Proven team-oriented, leadership and organizational skills- CPA or CFA certification preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.