The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
```Job Summary```
We are seeking a skilled and detail-oriented Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate financial records and performing various accounting tasks. The ideal candidate has experience in real estate accounting, is proficient in accounting software, and possesses strong analytical and organizational skills.
```Duties```
- Perform general ledger accounting duties, including journal entries and reconciliations
- Prepare financial statements and reports for management
- Assist with tax preparation and filing
Qualifications```
- Bachelor's degree in Accounting or related field preferred
- Proven experience as a Bookkeeper or in a similar role
- Proficiency in accounting software (e.g., Quicken)
Excellent attention to detail and accuracy
- Ability to prioritize tasks and meet deadlines
- Excellent communication and interpersonal skills
If you have a passion for numbers and a commitment to accuracy, we encourage you to apply for this position.
Job Type: Part-time
Pay: $25.00 - $45.00 per hour
Expected hours: 20 per week
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Work Location: In person