As a member of the CornerStone Partners Investment Operations Team, the Investment Operations Associate will utilize their exceptional accounting and client service skills to provide support to non-profit clients in pursuit of their missions. The successful candidate is accountable, unselfish, precise, and an agile learner. As a member of the collaborative, highly skilled Investment Operations team, the Associate will have a clear path to hone and develop their skills in accounting and financial analysis.
Upon completion of training, the Operations Associate will have a wide-range of responsibilities, including:
- Review of accounting and performance data provided by the custodians
- Preparation of monthly and quarterly client portfolio reports
- Maintenance of investment performance and analytical platforms
- Calculation and/or review client performance returns and related metrics, such as:
- Private equity investment account reconciliations and performance measures
- Portfolio-level risk and exposure analysis
- Performance attribution analysis
- Portfolio liquidity tracking and cash flow analysis
- Investment-related client audit and tax support
- Investment transaction processing and other portfolio administration functions
- Special projects
Requirements Include
- Experienced, career-minded professional with exceptional accounting and client service skills
- Aptitude and preference to thrive in a collaborative, team-oriented environment
- Superior interpersonal skills and the ability to communicate effectively on paper and in person
- Attention to detail and the ability to spot errors and work with extreme precision
- Ability to deal with high volumes of diverse information flows and to assimilate these into formats that are accurate, relevant and meaningful
- Ability to work independently and adhere to strict deadlines
- Minimum BA, BS or equivalent, CPA or advanced degree helpful
- Understanding of non-profit accounting and taxation helpful, along with experience and/or interest in the investment industry and financial analysis
- Proficiency in Microsoft Office, including Excel, PowerPoint and Word
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