Cost Basis Associate

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Job Title:

Cost Basis Reporting Analyst (Temp-to-Perm)

Location:

On-site – Memphis, TN (889 Ridge Lake Blvd)

Hybrid available after permanent conversion (3 days in office / 2 days WFH)

Contract Type:

Full-time | Temp-to-Perm (~3.5 months temp period)

Hourly Pay: Up to $22.50/hr (Temp)

Conversion Salary: $47,000 – $48,000 (Based on performance)

Start Date: ASAP

Equipment Provided: Laptop and monitors

About the Role

A leading investment firm is seeking detail-oriented, client-focused professionals to join their Cost Basis Reporting team in Memphis. This role supports essential back-office operations that ensure accurate cost basis and gain/loss reporting for clients. Ideal candidates will have experience in financial services, auditing, or brokerage operations and possess strong Excel skills and attention to detail.

Key Responsibilities

• Input and maintain data in cost basis and client reporting systems
• Update accounts for individual and business clients based on valuations, dates of death, and corporate actions
• Review reports and reconcile data discrepancies
• Communicate with internal branch teams via email regarding account updates (templates and guidelines provided)
• Research and resolve issues related to financial reporting and client data
• Follow internal procedures and compliance protocols

Qualifications

Education:

• High school diploma or GED required
• Some college preferred (Finance, Accounting, or Economics a plus)

Experience:

• 1+ year in finance, banking, auditing, or operations preferred
• Familiarity with brokerage or investment firm environments is beneficial

Skills:

• Intermediate to advanced Microsoft Excel, Outlook, Share Point
• Excellent attention to detail and organizational skills
• Strong written communication, particularly in a professional email setting
• Ability to work independently, manage multiple priorities, and follow structured procedures
• Knowledge of financial products, cost basis, or capital gains reporting is a plus

Work Schedule & Conversion Info

• During temp period (approx. 3.5 months): Must work on-site 5 days/week
• After conversion: Hybrid model – 3 days in office, 2 days WFH
• Conversion to full-time employee is performance-based and not guaranteed

Why Apply?

• Work with a well-established firm in the investment industry
• Grow your experience in financial operations and client reporting
• Great opportunity for long-term career growth
• Hybrid flexibility post-conversion

Apply now to be considered for this Memphis-based opportunity with one of the top firms in the industry.

# positions: 2

• Seniority level Associate

• Employment type
  
  Contract

• Job function
  
  Accounting/Auditing, Finance, and Customer Service

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Medical insurance

Vision insurance

401(k)

Disability insurance

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