Investment Analyst III
Company: VirtualVocations
Location: Port Saint Lucie
Posted on: April 6, 2025
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Job Description:
A company is looking for an Investment Analyst III to manage and
reconcile complex financial transactions related to investment
portfolios.
Key Responsibilities:
Oversee accounting and reporting for various investment portfolios,
ensuring compliance with accounting standards
Prepare financial statements related to investments, ensuring
accuracy and adherence to regulatory requirements
Perform monthly reconciliations of investment accounts and assist
with audit processes
Required Qualifications:
7-9 years of experience in investment management or related
fields
Advanced proficiency in Microsoft Excel
Solid understanding of internal controls and accounting
standards
Ability to work independently with minimal supervision
Experience with MS Office Suite; knowledge of Oracle and Princeton
Asset Management is a plus
Keywords: VirtualVocations, Hollywood , Investment Analyst III, Professions , Port Saint Lucie, Florida
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