Cost Basis Associate

Revolution Technologies; Memphis (TN); Hybride; USD 47 000 - 48 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Vision Insurance

401(k)

Disability Insurance

Laptop and Monitors Provided

Résumé du poste

An established industry player is looking for detail-oriented professionals to join their Cost Basis Reporting team in Memphis. This role is crucial for ensuring accurate financial reporting and client data management. Ideal candidates will have a background in finance or auditing, coupled with strong Excel skills. Enjoy the flexibility of a hybrid work model after a temporary period while contributing to a well-respected firm in the investment sector. This opportunity promises growth in financial operations and client reporting, making it perfect for those eager to advance their careers.

Qualifications

• 1+ year in finance, banking, auditing, or operations preferred.
• Familiarity with brokerage or investment firm environments is beneficial.

Responsabilités

• Input and maintain data in cost basis and client reporting systems.
• Review reports and reconcile data discrepancies.

Connaissances

Microsoft Excel

Attention to Detail

Organizational Skills

Written Communication

Financial Products Knowledge

Formation

High School Diploma or GED

Some College (Finance, Accounting, or Economics)

Outils

Microsoft Outlook

SharePoint

Description du poste

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Job Title:

Cost Basis Reporting Analyst (Temp-to-Perm)

Location:

On-site – Memphis, TN (889 Ridge Lake Blvd)

Hybrid available after permanent conversion (3 days in office / 2 days WFH)

Contract Type:

Full-time | Temp-to-Perm (~3.5 months temp period)

Hourly Pay: Up to $22.50/hr (Temp)

Conversion Salary: $47,000 – $48,000 (Based on performance)

Start Date: ASAP

Equipment Provided: Laptop and monitors

About the Role

A leading investment firm is seeking detail-oriented, client-focused professionals to join their Cost Basis Reporting team in Memphis. This role supports essential back-office operations that ensure accurate cost basis and gain/loss reporting for clients. Ideal candidates will have experience in financial services, auditing, or brokerage operations and possess strong Excel skills and attention to detail.

Key Responsibilities

• Input and maintain data in cost basis and client reporting systems
• Update accounts for individual and business clients based on valuations, dates of death, and corporate actions
• Review reports and reconcile data discrepancies
• Communicate with internal branch teams via email regarding account updates (templates and guidelines provided)
• Research and resolve issues related to financial reporting and client data
• Follow internal procedures and compliance protocols

Qualifications

Education:

• High school diploma or GED required
• Some college preferred (Finance, Accounting, or Economics a plus)

Experience:

• 1+ year in finance, banking, auditing, or operations preferred
• Familiarity with brokerage or investment firm environments is beneficial

Skills:

• Intermediate to advanced Microsoft Excel, Outlook, SharePoint
• Excellent attention to detail and organizational skills
• Strong written communication, particularly in a professional email setting
• Ability to work independently, manage multiple priorities, and follow structured procedures
• Knowledge of financial products, cost basis, or capital gains reporting is a plus

Work Schedule & Conversion Info

• During temp period (approx. 3.5 months): Must work on-site 5 days/week
• After conversion: Hybrid model – 3 days in office, 2 days WFH
• Conversion to full-time employee is performance-based and not guaranteed

Why Apply?

• Work with a well-established firm in the investment industry
• Grow your experience in financial operations and client reporting
• Great opportunity for long-term career growth
• Hybrid flexibility post-conversion

Apply now to be considered for this Memphis-based opportunity with one of the top firms in the industry.

# positions: 2

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Contract

Job function

• Job function

  Accounting/Auditing, Finance, and Customer Service

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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