Our client is a highly reputable tax firm relentlessly dedicated toward delivering quality financial services in Central, New Jersey. They are seeking a hardworking and dynamic Investment Reconciliation Consultant for a short-term consulting project (3 to 6 weeks).
SALARY/HOURLY RATE:
$30 – $40/hr
POSITION OVERVIEW:
This Investment Reconciliation Consultant position will require an experienced and detail-oriented professional adept at performing reconciliatory actions between investment data and financial records. The chosen Investment Reconciliation Consultant candidate will ensure consistency, accuracy, and compliance with all relevant regulations and standards.
RESPONSIBILITIES OF THE INVESTMENT RECONCILIATION CONSULTANT:
Perform daily reconciliation of investment transactions and positions with various counter-parties and custodians
Identify, research, and correct discrepancies in investment data records in a timely manner
Collaborate with the Investment and Accounting team to ensure accuracy of financial records and accounts
Provide expertise relating to complex securities on financial statements
Monitor and resolve all issues arising from reconciliation function, minimizing risk exposure for the firm
Evaluate reconciliation processes and suggest improvements to enhance efficiency and accuracy
Ensure all work is compliant with relevant government and industry regulations and standards
Prepare ad hoc reports as required by management or regulatory agencies
QUALIFICATIONS FOR THE INVESTMENT RECONCILIATION CONSULTANT:
Proven experience in investment reconciliation or closely related role, preferably in a tax, investment or consulting firm
Proficiency in using financial systems and databases
EDUCATION REQUIREMENTS:
Bachelor’s degree in Finance, Accounting, or related field is preferred but is not required
BENEFITS:
Atrium Care Package available, upon eligibility. (Including healthcare plans, discount programs and paid time off)
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO