A global investment firm in Washington, DC seeks an Equity Allocations team member to manage carried interest and incentive allocations. This role requires strong organizational skills and the ability to analyze procedures efficiently, with responsibilities including data management, technology improvements, and tax-related reporting. Candidates should have a Bachelor's degree and 1-3 years of experience in financial services, with Microsoft Office proficiency being essential.
Qualifications
Minimum of 1-3 years of relevant work experience is required.
Experience in financial services is strongly preferred.
Executive compensation experience is a plus.
Responsibilities
Coordinate with Fund Management and Partnership Accounting for fund summaries.
Review and maintain investment and carry allocation data.
Prepare customized vesting schedules for participants.
Skills
Strong Microsoft Office (Word, Excel, PowerPoint)
Excellent time and project management skills
Detail-oriented
Excellent interpersonal skills (written and oral)
Education
Bachelor's degree
Concentration in Business, Accounting or Finance preferred
Job description
A global investment firm in Washington, DC seeks an Equity Allocations team member to manage carried interest and incentive allocations. This role requires strong organizational skills and the ability to analyze procedures efficiently, with responsibilities including data management, technology improvements, and tax-related reporting. Candidates should have a Bachelor's degree and 1-3 years of experience in financial services, with Microsoft Office proficiency being essential.