Sr. Asset Management Analyst
A well-established asset management company located in Richmond, VA is seeking an experienced operations professional to join their team as a Senior Asset Management Analyst. This position will be responsible for supporting the investment operations and functions for the company’s asset management team. This is a hybrid position and the company is willing to pay up to $130k on a base salary plus bonus, and a strong benefits package. The company is also open to offering a relocation package.
Responsibilities include but are not limited to:
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Assists in supporting the investment operations and functions for the company’s asset management team
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Maintains relationships and works with various parties including custodian banks, investment managers, fund administrators, internal and external auditors, tax advisor, and various groups
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Performs activity and market value reconciliations for the company’s more complex trusts/portfolios
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Responsible for reporting and analyzing portfolio performance, exposures, and benchmarks
Qualifications:
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Bachelor’s Degree in Finance, Accounting, or Business Administration required
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5-7+ years of related experience in investment operations, accounting, auditing or custody, and an understanding of multi-asset class investment portfolios and the underlying strategies
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Exposure to traditional and alternative investment strategies
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Extensive knowledge of Microsoft Excel and PowerPoint and an aptitude for continuous learning
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Experience with Caissa is a plus
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at [email protected].
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