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Investment Office Manager
2 months 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.
Jobot is a highly respected investment banking firm with a focus on taking great care of our customers and clients. We offer a dynamic and challenging work environment, with opportunities for professional growth and development.
