Investment Office Director
2 weeks ago
We are seeking a highly skilled and experienced Investment Office Manager to join our team at Jobot. As a key member of our organization, you will be responsible for overseeing and managing all financial operations, including accounts payable, accounts receivable, accounting, and documentation.
Key Responsibilities- Oversee and manage all aspects of the investment office, including AP, AR, accounting, and documentation.
- Develop and implement financial strategies to enhance profitability and maintain financial stability.
- Ensure compliance with financial regulations and standards.
- Provide high-quality client service, addressing and resolving any financial concerns or issues.
- Prepare and present financial reports to the executive team and stakeholders.
- Collaborate with other departments to streamline financial processes and procedures.
- Train and mentor staff members on financial operations and best practices.
- Monitor and analyze the organization's financial performance and suggest improvements.
- Ensure all financial transactions are properly recorded, filed, and reported.
- Implement strategies to mitigate financial risks.
- Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or equivalent professional qualification will be an added advantage.
- A minimum of 5 years of experience in a similar role within the finance industry.
- Proven experience in managing AP, AR, accounting, and documentation.
- Exceptional client service skills, with the ability to resolve issues efficiently and effectively.
- Strong organizational skills, with the ability to manage multiple tasks and projects simultaneously.
- In-depth understanding of financial regulations and accounting processes.
- Excellent leadership and team management skills.
- Strong analytical skills, with the ability to interpret financial data and make sound decisions.
- Proficient in financial software - Allvue - and Microsoft Office Suite.
- Excellent communication skills, both written and verbal.
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Investment Office Director
1 week ago
San Antonio, Texas, United States Jobot Full timeInvestment Office ManagerOverviewJobot is seeking a seasoned financial professional to lead our investment office as an Investment Office Manager. This is a key role that requires a strong background in financial operations, management, and leadership.Key ResponsibilitiesFinancial Operations ManagementOversee and manage all aspects of the investment office,...
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Investment Office Manager
1 day ago
San Antonio, Texas, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Office Manager to join our team at Jobot. As a key member of our organization, you will be responsible for overseeing and managing all financial operations, including accounts payable, accounts receivable, accounting, and documentation.Key ResponsibilitiesOversee and manage all aspects...
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Investment Office Manager
2 weeks ago
San Antonio, Texas, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Office Manager to join our team at Jobot. As a key member of our financial operations team, you will be responsible for overseeing and managing all financial aspects of our investment office, including accounts payable, accounts receivable, accounting, and documentation.Key...
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Investment Office Manager
1 week ago
San Antonio, Texas, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Investment Office Manager to join our team at Jobot. As a key member of our financial operations team, you will be responsible for overseeing and managing all aspects of our investment office, including accounts payable, accounts receivable, accounting, and documentation.Key...
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Senior Investment Reporting Analyst
5 days ago
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Lead Investment Portfolio Strategist
1 week ago
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Lead Investment Portfolio Strategist
1 week ago
San Antonio, Texas, United States Frost Bank Full timePosition Overview Investing in our people is our priority. Are you known for your analytical mindset and a desire for continuous learning? Do you thrive in a dynamic setting and possess a results-driven approach? If so, the role of Senior Portfolio Manager at Frost Investment Advisors may be the perfect fit for you. At Frost, we believe in more than just...
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Lead Investment Portfolio Strategist
1 week ago
San Antonio, Texas, United States Frost Bank Full timePosition Overview Investing in Our People Are you recognized for your analytical mindset and eagerness to learn? Do you thrive in a dynamic environment and possess a results-driven approach? If this resonates with you, the role of Senior Portfolio Manager at Frost Investment Advisors may be the perfect fit. At Frost, we believe in more than just employment;...
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Senior Manager, Alternative Investments
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Financial Executive Officer
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Senior Investment Reporting and Analytics Specialist
13 hours ago
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Patient Care Director
5 days ago
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Senior Investment Manager, Private Markets
5 days ago
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Chief Financial Officer
2 weeks ago
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San Antonio, Texas, United States VIP Tech Full timeJob DescriptionOverview: We are seeking a dedicated individual to fulfill the role of a family office manager with expertise in bookkeeping. This position involves overseeing the financial and administrative functions of our family office, which encompasses various business entities, trusts, and individuals.Key Responsibilities:Conduct bookkeeping tasks,...
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Customer Service Representative
4 hours ago
San Antonio, Texas, United States Bon Suerte Geld Investment Co LLC Full timeJob DescriptionWe are seeking a highly skilled Insurance Office Clerk to join our team at Bon Suerte Geld Investment Co LLC.Key Responsibilities:Draft Correspondences and Documents: Develop and create professional correspondences and documents to support the company's operations.Guest Services: Greet and assist onsite guests with a high level of customer...
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San Antonio, Texas, United States KIPP Texas Public Schools Full timeJob SummaryWe are seeking a highly experienced and results-driven Director of Student Recruitment and Enrollment to join our team at KIPP Texas Public Schools. This key leadership role will be responsible for developing and implementing strategic recruitment initiatives to attract prospective students and families to our school.Key ResponsibilitiesStrategic...
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San Antonio, Texas, United States Bon Suerte Geld Investment Co LLC Full timeJob OverviewWe are looking for an Insurance and Customer Service Administrative Specialist to support our operations. This role involves performing essential clerical and administrative tasks that contribute to the overall success of the organization.Key Responsibilities:Prepare and manage formal communications and documentationWelcome and assist visitors at...
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San Antonio, Texas, United States KIPP Texas Public Schools Full timeJob SummaryWe are seeking a highly experienced and results-driven Director of Student Recruitment and Enrollment to join our team at KIPP Texas Public Schools. This is an exciting opportunity to lead our enrollment efforts and play a critical role in shaping the future of our students.Key ResponsibilitiesStrategic Enrollment PlanningDevelop and execute a...
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**Managing Director of Development**
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San Antonio, Texas, United States City Year Full time**Job Summary**City Year is seeking a highly skilled and experienced professional to serve as the Managing Director of Development. This key leadership role will be responsible for overseeing the Development department and leading the organization's fundraising efforts to achieve its revenue and strategic objectives.**Key Responsibilities**Lead a team of...