California Licensed Investment Analyst
Company: VirtualVocations
Location: Signal Hill
Posted on: April 1, 2025
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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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