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Investment advisor • austin tx
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MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.
The team is responsible for the full investment life cycle, including : est...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Chief Investment Officer (CIVO) is responsible for managing or performing all functions of the County's Investment office.
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Our client, a leading global business law firm, is seeking a collaborative, results-driven individual who thrives in a fast-paced environment and excels at problem-solving.At its core, the firm is ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Public Markets Rotational Investment Analyst - Senior Analyst.Unclassified Temporary Full-Time (UFP).With the Investment Management Division (IMD) you will be joining a diverse group of achievers w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
INVESTMENT CONSULTANT - Remote based in TX.WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to commu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
A company is looking for a Portfolio & Investment Analyst (Buy-side, Value, Multi-Asset DM / EM).Key Responsibilities Conduct sector research and idea generation for equities, FX, rates, credit, co...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
ERS is seeking an Investment Accounting Analyst to perform complex (journey-level) financial analysis and accounting work in the Investment Accounting section of the Finance Division.Work is perfor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
SWBC is seeking a talented individual to provide superior ongoing service for the retention of current clients and utilize skills to develop opportunities for new client relationships to build a ro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
A technology company dedicated to developing investment solutions for the retirement plan industry.LeafHouse specializes in creating investment solutions for retirement plans including investment f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
The Investment Manager III manages difficult or complex investment portfolios for a mix of larger fiduciary accounts and investment agency relationships with broad investment strategy authority wit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Many places say it, but we mean it - collaboration is our secret sauce.We don’t add to our team flippantly, and with over 2,100 transactions totaling more than $3.B+ in total volume and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Commercial Real Estate Investment Sales Agent.This position is well-suited for professionals who are disciplined, self-directed, and eager to build a successful career in commercial real estate inv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Westlake Securities is seeking an experienced Associate located in Texas.As the Associate, you will work closely with Westlake’s CEO, Managing Directors, and Vice Presidents to support live transac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Investment Banker Job Duties : Issues debt and sells equity to raise capital for clients.Conducts re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills.
You find satisfaction in helping others by offering sound financial advic...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Investment Operations Analyst
MicroVenturesAustin, TX, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionBachelor's degree in accounting, finance, or economics At least one year of work experience, preferably within the financial industry Strong organizational and documentation skills Strong verbal and written communication skills Keen eye for details to identify trends, cause and effects Ability to manage multiple tasks and priorities at once Strategic thinker focused on continuous improvement Professional demeanor and strong work ethic Proficiency with Office Suite, especially Excel (formulas, macros, pivot tables, etc.)
Investment Operations Analyst
MicroVentures, a leading equity crowdfunding platform, is seeking an ambitious individual to join our Fund Management team.
The team is responsible for the full investment life cycle, including : establishment and funding of an LLC, target investment completion, day-to-day Fund accounting, preparation of periodic reports and tax forms, managing the exit of the target investment, closing the Fund.
The ideal candidate is a high-integrity individual with incredible attention to detail, commitment to accuracy, willingness to learn a unique business, and the ability to excel in a fast-paced financial environment.
What You'll Do At MicroVentures :
- Assist in the establishment and maintenance of over 800 Venture Funds
- Prepare investor notices, including capital call, fee, and distribution notices
- Process outgoing and incoming payments
- Maintain key databases to fulfill ad-hoc requests for Fund and investor data
- Participate on special projects related to the fund
- Assist in the preparation of applicable tax forms (e.g., Form 1065)
- Ensure compliance with regulatory requirements and other requirements of the funds' specifications
- Collaborate with compliance, operations, and executive leadership teams to meet all requirements to the highest standards of quality
What We're Looking For :
Note to candidates : Cover letters and CVs will be hand reviewed.