^exponent

Senior Investment Associate

^exponent

full-time

Posted on:

Origin:  • 🇺🇸 United States • Kansas, Missouri

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Salary

💰 $90,000 - $110,000 per year

Job Level

Senior

About the role

  • Own the preparation of detailed investment performance reports and drive portfolio analysis to support strategic decision-making. Oversee daily accounting activities including transaction processing, reconciliations, and ensuring the integrity of financial records. Partner in investment due diligence by collecting and analyzing critical financial data and documentation. Engage closely with portfolio managers, accounting teams, and external stakeholders to maintain seamless financial operations and compliance. Lead initiatives to optimize accounting workflows and boost the accuracy and efficiency of financial reporting.

Requirements

  • Strong Accounting Operations Expertise: Hands-on experience managing accounting ops to drive accurate financial reporting and ensure compliance—key for a firm focused on professional and financial services. Mid-Level Experience with Growth Potential: Looking for someone with 2-7 years in accounting who can hit the ground running and scale into senior roles, matching the company’s need for scalable talent in a senior associate capacity. Ability to Navigate Financial Services Environment: Must grasp the nuances of financial services accounting and regulatory demands to effectively support operations and client requirements.