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Senior Portfolio Accountant Jobs

$85,000 To $95,000 Portfolio Accountant (Hybrid) - Boston, Ma
By Professional Staffing Group At Boston, MA, United States
Calculating monthly management fees and preparing forecasts
Commuter benefit as well they give $300 towards parking and they pay 100% of the T-pass.
Monitoring/reviewing monthly financial reports prepared by third-party property managers for assigned real estate assets, including:
BS in Accounting is required with 1-3 years of accounting experience
Strong Excel skills REQUIRED; Yardi familiarity a plus
Public Accounting & Real Estate Accounting experience PREFERRED
Senior Associate, Portfolio Operations
By Boston Common Asset Management At Boston, MA, United States
Compensation will depend on experience and qualifications. BCAM offers a comprehensive benefits package including:
Experience working with various client types, from high net worth to institutional.
Knowledge of fixed income, domestic, and international equities.
Experience with Advent systems is required, including APX, REX, and MOXY.
Detail-oriented with excellent organizational, multi-tasking, and prioritization skills.
Outstanding interpersonal skills and communication skills with an upbeat, patient personality.

Are you an experienced Senior Portfolio Accountant looking for a new challenge? We are looking for a motivated individual to join our team and help us manage our portfolio of investments. You will be responsible for ensuring accuracy of financial records, preparing financial statements, and providing analysis and insights to help drive our business forward. If you are ready to take on this exciting role, apply now!

Overview:

A Senior Portfolio Accountant is responsible for managing the financial activities of a portfolio of investments. This includes monitoring the performance of investments, preparing financial statements, and providing financial advice to clients. They must also ensure that all investments are compliant with relevant regulations and laws.

Detailed Job Description:

The Senior Portfolio Accountant is responsible for managing the financial activities of a portfolio of investments. This includes monitoring the performance of investments, preparing financial statements, and providing financial advice to clients. They must also ensure that all investments are compliant with relevant regulations and laws. The Senior Portfolio Accountant will also be responsible for developing and maintaining financial models, analyzing investment performance, and providing recommendations to clients.

What is Senior Portfolio Accountant Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of financial analysis and accounting principles
• Knowledge of investment products and markets
• Knowledge of financial regulations and laws

What is Senior Portfolio Accountant Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• CPA or CFA certification preferred
• 5+ years of experience in portfolio accounting or related field

What is Senior Portfolio Accountant Job Knowledge?

• Knowledge of financial analysis and accounting principles
• Knowledge of investment products and markets
• Knowledge of financial regulations and laws

What is Senior Portfolio Accountant Job Experience?

• 5+ years of experience in portfolio accounting or related field

What is Senior Portfolio Accountant Job Responsibilities?

• Monitor the performance of investments and prepare financial statements
• Develop and maintain financial models
• Analyze investment performance and provide recommendations to clients
• Ensure that all investments are compliant with relevant regulations and laws
• Provide financial advice to clients
• Prepare reports and presentations for clients and management