Private, successful, growing client investment management firm expanding the team for an entry level operations assistant to support the investment portfolio. This is the perfect opportunity for a candidate with an Accounting degree and a genuine interest in banking, investing, and portfolio management. A candidate with 1 year of experience related to transactions and operations will thrive in this role. This is a direct hire, permanent opportunity located remote but part time in office in Arlington, VA.
Supporting business development group and accounting transactions group
Review daily and monthly transactions and cash activities, data entry
Assist with client setup with external and appropriate internal parties
Support team with pulling reports and assisting with reviewing trades and reconciliations
Database support - CRM experience, Satuit a plus
Manage and review compliance
- Client Service
- Handling Confidential Information
- Sales Support
- Project Coordination
- Data Entry
- Reviewing Transaction
- Years of experience: 2 years
- Experience level:Entry Level
Working hours: 9 AM - 5 PM
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