What are the responsibilities and job description for the Investment Accountant position at Tech One IT?
Job Title: Investment Accountant III
Location: Preferred near Walnut Creek, CA (open to candidates in the PST time zone)(Only PST time zone candidates)
Requires skills:
EXCEL, SQL, RISK MANAGEMENT, ACCOUNTING,FINANCIAL REPORTING, investment management
Skills Required/Preferred:
Required:
- Professional demeanor with ability to interact with employees, vendors, and management.
- Strong analytical and problem-solving skills, with the ability to work under pressure and meet deadlines.
- Advanced Excel skills.
- Strong attention to detail and accuracy; takes an analytical approach to solving problems.
- Productive contributor with minimal instruction on day-to-day duties.
- Ability to apply internal controls and accounting standards to ensure accurate and compliant financial reporting.
- Key technologies: MS Office Productivity Software (Word, PowerPoint, Excel, etc.).
- Knowledge of Oracle and Princeton Asset Management (PAM) is desired.
Preferred:
- Process improvement skills and familiarity with SQL and other computer languages.
- Experience with Princeton Financial / PAM.
- Familiarity with Oracle.
Education and Experience:
Required:
- 7-9 years of experience in investment management, investment operations, investment performance monitoring, and risk management.
Preferred:
- Experience with process improvement methodologies.
Salary : $70 - $75
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