California Licensed Investment Analyst

A company is looking for an Investment Analyst III to manage complex financial transactions related to investment portfolios. Key Responsibilities Oversee accounting and reporting for various investment portfolios, ensuring compliance with accounting standards Prepare monthly, quarterly, and annual financial statements related to investments Assist in audit processes and collaborate with internal and external stakeholders on investment activities Required Qualifications 7-9 years of experience in investment management or related fields Experience with process improvement and proficiency in SQL and other programming languages Advanced Excel skills Ability to apply internal controls and accounting standards for accurate financial reporting Professional demeanor with the ability to interact effectively with various stakeholders

Mar 31, 2025 - 17:53

A company is looking for an Investment Analyst III to manage complex financial transactions related to investment portfolios. Key Responsibilities Oversee accounting and reporting for various investment portfolios, ensuring compliance with accounting standards Prepare monthly, quarterly, and annual financial statements related to investments Assist in audit processes and collaborate with internal and external stakeholders on investment activities Required Qualifications 7-9 years of experience in investment management or related fields Experience with process improvement and proficiency in SQL and other programming languages Advanced Excel skills Ability to apply internal controls and accounting standards for accurate financial reporting Professional demeanor with the ability to interact effectively with various stakeholders