Investment Sr. Associate
Kansas City Metropolitan Area
Accounting – Accounting /
Full-Time /
Hybrid
Our client stands out with a proactive, tailored service approach that puts accuracy, timeliness, and top-notch project management front and center. The team takes real pride in being part of a client-first culture that values quality and innovation. They foster a team-oriented, entrepreneurial vibe where you get the freedom to own your work and bring fresh ideas to the table. Plus, their focus on building strong relationships with clients and employees makes for a dynamic, rewarding place to work.
Why We Like This
- Growth Potential: Early-stage company (4.5 years old) experiencing significant growth, especially in real estate and private debt sectors
- Culture: Entrepreneurial, low-ego environment with experienced leadership from Big 4 and fund administration backgrounds
- Work-Life Balance: Flexible remote work with optional office presence, competitive compensation, and profit sharing after first year
Requirements
- Strong Accounting Operations Expertise: Hands-on experience managing accounting ops to drive accurate financial reporting and ensure compliance—key for a firm focused on professional and financial services.
- Mid-Level Experience with Growth Potential: Looking for someone with 2-7 years in accounting who can hit the ground running and scale into senior roles, matching the company’s need for scalable talent in a senior associate capacity.
- Ability to Navigate Financial Services Environment: Must grasp the nuances of financial services accounting and regulatory demands to effectively support operations and client requirements.
Responsibilities
- Financial analysis and reporting: Own the preparation of detailed investment performance reports and drive portfolio analysis to support strategic decision-making.
- Accounting operations support: Oversee daily accounting activities including transaction processing, reconciliations, and ensuring the integrity of financial records.
- Due diligence assistance: Partner in investment due diligence by collecting and analyzing critical financial data and documentation.
- Collaboration with cross-functional teams: Engage closely with portfolio managers, accounting teams, and external stakeholders to maintain seamless financial operations and compliance.
- Process improvement: Lead initiatives to optimize accounting workflows and boost the accuracy and efficiency of financial reporting.
$90,000 - $110,000 a year
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