What are the responsibilities and job description for the Investment Associate position at The Kraft Group & Affiliates?
Job Details
Description
SUMMARY : The Kraft Group is looking for intellectually curious, driven college / university graduates with a deep passion for investing that will thrive within a small family office structure. We are seeking analytical, detail-oriented, and passionate individuals with 1 years of work experience to join our growing organization.
DUTIES AND RESPONSIBILITIES :
- Assist Investment Team in investment performance reporting process.
- Review and closely monitor investment partnership accounting and performance data.
- Collaborate with Tax Team and assist in timely recording and entering all transactions and valuations associated with family investments as well as reconciling statements issued by fund managers.
- Work closely with Investment Team to source, identify and evaluate potential investments across asset classes and direct investments.
- Support department wide initiatives to develop and manage investment reporting and risk management tools.
- Assist in workflow improvements for external and internal stakeholders. Automate, document, and find best practices on existing processes.
- Special ad hoc projects and assignments as business dictates.
SUPERVISORY RESPONSIBILITIES
SKILLS AND QUALIFICATIONS
PHYSICAL DEMANDS
WORK ENVIRONMENT
CERTIFICATES, LICENSES, REGISTRATIONS
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
This company is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
