Job Summary
A company is looking for a Lead Analyst Investment Plan Accounting.
Key Responsibilities
- Support client asset and investment reporting
- Manage portfolio and client level transition events
- Develop and implement team strategy, procedures, and operational models
Required Qualifications
- Bachelor's degree preferred in Business, Finance, or related field, or equivalent experience
- 7+ years of investment operations, financial reporting, or accounting experience
- Strong understanding of various investment types and accounting principles
- Ability to work in a fast-paced environment and meet deadlines
- Results and detail-oriented with the ability to handle multiple tasks
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