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Metro location and mid-level (2+ years) experience make this moderately competitive.
Requires investment accounting and reconciliation expertise, limiting cross-industry transferability.
Explicit 2+ years and finance/accounting knowledge required indicates moderate filtering.
Establish reconciliation processes and thresholds for clients, focusing on automation and scalable operating models.
Complete reconciliation for client investment books during onboarding, normalize, back reconcile and automate data workflows.
Collaborate with stakeholders and communicate progress and risks to Stream Leads and PMs, ensuring accurate investment data reconciliation.
Bachelor’s or Master’s degree, preferably in finance or accounting.
2+ years of relevant experience in reconciliation or financial data analysis.
Basic knowledge of Excel (VLOOKUP, SUMIF, Pivot Tables) and proficiency in Microsoft Office.
Strong understanding of investment accounting concepts, financial statements, amortization, interest income, and yields preferred.
Experienced in investment and financial data reconciliation with a focus on automation and scalable processes.
Comfortable working with vanilla fixed income and equity investment products and related security types.
Demonstrates strong analytical, problem-solving skills and communicates effectively with multiple project stakeholders.