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California Licensed Investment Analyst

Company: VirtualVocations
Location: Signal Hill
Posted on: April 1, 2025

Job Description:

A company is looking for an Investment Analyst III to manage complex financial transactions related to investment portfolios.
Key Responsibilities

Oversee accounting and reporting for various investment portfolios, ensuring compliance with accounting standards
Prepare monthly, quarterly, and annual financial statements related to investments
Assist in audit processes and collaborate with internal and external stakeholders on investment activities

Required Qualifications

7-9 years of experience in investment management or related fields
Experience with process improvement and proficiency in SQL and other programming languages
Advanced Excel skills
Ability to apply internal controls and accounting standards for accurate financial reporting
Professional demeanor with the ability to interact effectively with various stakeholders

Keywords: VirtualVocations, Los Angeles , California Licensed Investment Analyst, Professions , Signal Hill, California

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