Mutual Fund Financial Analyst

4 days ago


Denver, Colorado, United States Lenmar Consulting Inc. Full time

About Us

Lenmar Consulting Inc. is a leading provider of financial consulting services, and we are seeking a highly skilled Mutual Fund Financial Analyst to join our team.

Job Summary

The successful candidate will be responsible for preparing financial reporting schedules such as Fund Financial Statement, Schedule of Investment and Tailored Shareholding Reporting, as well as assisting in the preparation of other financial reporting deliverables.

Key Responsibilities

  • Prepare financial reporting schedules
  • Assist in the preparation of other financial reporting deliverables
  • Research and resolve moderately complex problems
  • Develop and maintain procedures for all team deliverables

Requirements

  • Bachelor's degree in Accounting or Finance required
  • Comprehensive accounting knowledge and experience in mutual fund accounting or reporting preferred
  • Strong analytical and organizational skills
  • Excellent written and oral communication skills

What We Offer

  • An estimated salary of $65,000 - $90,000 per year, depending on experience
  • A comprehensive benefits package
  • The opportunity to work with a dynamic team in a fast-paced environment


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