Tax & Finance Associate Asset Management

Summary:

Our client is a growing independent investment management firm located in downtown Chicago that provides clients with a complete offering of financial counseling and investment management services.

We are looking for a highly motivated and extremely detail oriented individual to enhance processes within the firm’s finance, family office, and human resources departments. This position is a unique opportunity to participate in the expansion of an established firm and will offer great growth potential.

Location:

Chicago

• Maintain the firm’s books and records to produce a financial reporting package
  · Maintain firm’s employee benefit programs
• Manage relationships with Firm’s vendors and facilitate bill payment
• Assist with preparation of annual business filings and insurance renewals
• Maintain and review account performance records, composites, and portfolio valuations
• Coordinate with third party accounting firms to complete the corporate and family office tax returns
• Perform administrative and strategic tasks for the Family Office
• Support the Senior Finance Associate and Director of Operations in various business projects and new initiatives

• Bachelor’s degree in Accounting, Finance, or related field
• 1-3 years of professional experience
• Experience with Intuit Quick Books preferred
• Advanced Microsoft Office Skills including Excel formulas, pivot tables, and macros
• Passion for numbers and excellent organizational skills
• Experience in High Net Worth Tax Services, Estate Planning, or a Family Office preferred