155 N. Wacker Dr #1700 Chicago, IL 60606
A growing independent investment management firm located in downtown Chicago is looking for a Finance Associate to join its very talented team!
Responsibilities can include:
- maintain the firm’ s books and records to produce a financial reporting package
- assist with preparation of annual business filings and insurance renewals
- maintain and review account performance records, composites, and portfolio valuations
- manage relationships with Firm' s vendors and facilitate bill payments
- coordinate with third party accounting firms to complete the corporate and family office tax returns
- support the Senior Finance Associate and Director of Operations in various business projects and new initiatives
If you have a Bachelor' s degree in Accounting or Finance along with 1 -3 years experience in high net worth tax services, estate planning or family wealth and are currently looking for a different kind of opportunity to utilize your knowledge - this could be the best next role for you!
Please send your resume directly to Shawna Lochner at email@example.com