Investment Accountant

Vaco
Raleigh, NC Remote Full Time
POSTED ON 11/24/2023 CLOSED ON 12/28/2023

What are the responsibilities and job description for the Investment Accountant position at Vaco?

About the Opportunity:
  • Fintech/Investment company
  • HQ Downtown Raleigh
  • Hybrid work schedule
  • High-level exposure to executives
  • Generous PTO policy and benefits package
  • Competitive base bonus
  • Candidates must be local to Raleigh, NC
Responsibilities:
  • Take ownership of accounting and reconciliation processes over companies investments
  • Assist in the preparation and review of financial statements and monthly NAV statements, including support of the annual audit cycle and preparation of tax information
  • Provide detailed portfolio analytics and performance data to portfolio managers
  • Prepare investor allocations and reporting, including calculation of management and incentive fees
  • Assist with presentations for LP meetings, due diligence, KYC, and lender requests
  • Work with compliance and legal teams on various filings and reporting requirements
  • Collaborate with the Engineering team on various projects related to proprietary analytics and tools
  • Deliver support for ad-hoc requests and special projects, such as continuous improvement of controls and process automation, as well as for onboarding new platforms/products
Qualifications:
  • Bachelor's degree in Accounting, Finance or Business
  • 2 years of experience
  • CPA required
  • Experience with investments or funds preferred
  • Strong GAAP knowledge
  • Possession of strong analytical, Microsoft Excel (links, referenced formulas/lookups, pivots, macros), and communication skills
  • Candidates must be local or willing to commute
Accountant
Spectrum Accounting Plus -
Raleigh, NC
Accountant
AppleOne Employment Services -
Raleigh, NC
Accountant
Tam Accounting Inc. -
Cary, NC

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Investment Accountant?

Sign up to receive alerts about other jobs on the Investment Accountant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$58,886 - $72,263
Income Estimation: 
$67,025 - $95,268
Income Estimation: 
$68,569 - $85,391
Income Estimation: 
$77,038 - $106,151

Sign up to receive alerts about other jobs with skills like those required for the Investment Accountant.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $56,914 - $69,558
    • Income Estimation: $57,793 - $80,487
  • Balance Sheet Analysis Skill

    • Income Estimation: $67,025 - $95,268
    • Income Estimation: $68,569 - $85,391
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Investment Accountant jobs in the Raleigh, NC area that may be a better fit.

Investment Associate

Northwestern Mutual - North Carolina, Raleigh, NC

Investment Specialist

Northwestern Mutual - North Carolina, Raleigh, NC