Permanent. Financial Operations Analyst
Job Reference: 1018281
The Agency is recruiting for a Financial Operations Analyst on behalf of our client.
Why Apply for the Role
Skill-Building Opportunity: Gain valuable exposure and hands-on experience in managing a multi-asset class portfolio, developing key skills while collaborating with industry leaders.
Process Improvement Opportunity: Sharpen your attention to detail by identifying inefficiencies and driving process improvements to boost data accuracy and streamline portfolio management.
Team-Centric Growth: Collaborate with a close-knit team to build strong relationships and ensure transparency across all operations.
Responsibilities:
- Oversee all company transactions, ensuring data accuracy and promptly addressing any discrepancies.
- Set up new clients and investments in collaboration with other departments, following standard procedures and ensuring proper system documentation.
- Improve company efficiency by introducing streamlined processes and advocating for new technologies where applicable.
- Maintain organized and up-to-date records for easy access while ensuring office amenities are well-stocked and in order.
- Support management in fostering and strengthening client relationships.
Requirements:
- Bachelor’s degree in Accounting or a related field, with a professional designation such as CPA.
- A minimum of 3 years of experience in the industry, specifically dealing with funds.
- Proficient in MS Office Suite, with advanced Excel skills.
- Excellent verbal and written communication abilities.
- Self-motivated and able to work independently while also collaborating effectively within a team.
- Strong organizational skills, with the ability to prioritize and think strategically.
Salary: US$105,000 – US$115,000 per annum.
If this sounds like a good match for you, and you would like to learn more, we would welcome your application. Go ahead and apply.
We believe in inclusive workplaces, and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky