Investment Compliance Analyst

Accenture
Atlanta, GA Full Time
POSTED ON 5/23/2024 CLOSED ON 5/26/2024

Job Posting for Investment Compliance Analyst at Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 743,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability.

We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at www.accenture.com.

Key Responsibilities:

  • Actively uses financial planning tools and other planning expertise.

  • Assists in the preparation of Client Investment Reviews.

  • As needed, recommends to Investment Managers solutions to Client problems.

  • Uses Advisor Desktop to document important Client information and interactions.

  • Works directly with Clients as requested by the Investment Managers.

  • Answers routine questions for Clients as calls are received.

  • Attend Client meetings, when appropriate.

  • Utilizes eCommunications to enhance Client Service Experience.

  • Utilizes Financial Planning, Market Research, and other resources to connect the Financial Plan to investment performance. Supports new business activity of team, including a focus on Integrated Relationship Management. Assists in the preparation of new business presentations and proposals.


Basic Qualifications:

  • Minimum of 2 years in fiduciary investment or administrative advisory support experience.

Preferred Qualifications:

  • Bachelor's Degree
  • Demonstrated understanding of the fundamentals of finance and investment theory.
  • Possesses presentation skills as well as oral and written communication skills.
  • Knowledge of Microsoft Office with applicable experience.

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, New York or Washington as set forth below.


The application window for this job will remain open until at least 05/28/2024. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here.

Role Location Annual Salary Range

California $54,500 to $120,000

Colorado $54,500 to $103,700

New York $50,500 to $120,000

Washington $58,100 to $110,400


What We Believe


We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.


Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.
Read more here


Equal Employment Opportunity Statement


Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.


All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.


Accenture is committed to providing veteran employment opportunities to our service men and women.


For details, view a copy of the
Accenture Equal Employment Opportunity and Affirmative Action Policy Statement.


Requesting An Accommodation


Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.


If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an
email or speak with your recruiter.


Other Employment Statements


Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.


Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.


Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.


The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

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