Accounting & Investment Operations Specialist

Accounting & Investment Operations Specialist

Launch your career in accounting, finance, and investment operations.

Are you a recent graduate or early-career professional looking for an opportunity to gain broad exposure across accounting, investments, financial planning, and wealth management? This is a unique opportunity to build valuable skills in a collaborative office environment where you'll work alongside experienced professionals and learn how complex financial matters are managed for high-net-worth clients.

We're looking for a detail-oriented, curious, and motivated individual who enjoys problem-solving, working with numbers, and learning new systems and processes. This role offers hands‑on experience and professional growth across multiple disciplines that few entry-level positions can provide.

• Assist with investment account openings, transfers, and account maintenance
• Prepare and organize investment and custodial documentation
• Reconcile transactions, cash activity, and investment reporting data
• Maintain accurate client accounting and investment records
• Generate reports and support investment performance reporting
• Track alternative investments and prepare updates
• Assist with investment research and special projects
• Support client meeting preparation through reports and analysis
• Help process tax returns and electronic filings
• Collaborate with accounting, investment, and client service teams on a variety of assignments

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• Recent graduates and early-career professionals are encouraged to apply
• Internship, part-time, or related accounting/finance experience is a plus
• Strong attention to detail and organizational skills
• Analytical mindset and willingness to learn
• Ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Positive attitude and team-oriented approach
• Proficiency in Microsoft Excel, Outlook, and Word
• Interest in learning investment reporting and financial software platforms
• Strong aptitude for working with data and technology

This role is designed for someone who wants to build a strong foundation in both accounting and investments. You’ll gain exposure to financial reporting, portfolio operations, tax processes, investment performance reporting, and client service while working with experienced professionals who are committed to your development.

If you’re looking for a challenging and rewarding opportunity to start your career and develop a diverse financial skill set, apply today.