Finance Associate

Chicago, IL 60606

Industry: Accountant (Staff) Job Number: 21579

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

Smart Resources/Accountable Search, a Brand of BG Staffing, Inc. (NYSE American: BGSF), is Chicago's premier source for valuable direct-hire, temporary and temporary-to-hire candidates to our client companies. We specialize in the Administrative & Clerical, Accounting and Human Resources placements. To learn more about our services, visit

Shawna Lochner

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