Finance Expert
6 days ago
Russell Tobin is seeking a highly skilled and detail-oriented Finance Expert to join our team. As a key member of our operations department, you will play a crucial role in assisting teams and clients with investments in managed accounts.
The ideal candidate will have 0-3 years of experience in finance or a related field, with a strong focus on risks, controls, and attention to detail. They will also possess excellent communication and interpersonal skills, as well as the ability to work proactively with all levels, including PWM teams and internal and external portfolio managers.
We offer a competitive salary of $65,000 - $85,000 per year, depending on experience. In addition, our benefits package includes health insurance, retirement savings plan, and paid time off.
Responsibilities:
- Assist teams and clients with investments in managed accounts
- Coordinate across portfolio managers on fundings, withdrawals, trading requests, and account attribute changes
- Perform position and activity reconciliations to mitigate risk
- Mitigate risk across the managed account platform by designing process improvements
Qualifications:
- 0-3 years of experience in finance or a related field
- Strong focus on risks, controls, and attention to detail
- Excellent communication and interpersonal skills
- Ability to work proactively with all levels
- Ability to work effectively in a team environment
- Strong analytical skills
- Knowledge of Microsoft Office and web-based applications
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