Finance & Compliance Associate - Wealth Management
Zuckerman Investment Group
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Benefits offered by this job
Job summary
Zuckerman Investment Group, based in Chicago, IL, seeks a detail-focused Finance Associate to support accounting, reporting, and compliance. You will partner with senior leadership to maintain books, prepare monthly statements, and assist with audits, tax returns, and filings.
The role offers growth opportunities within a private wealth environment. You will interact across teams, enhance processes, and contribute to regulatory compliance while supporting cross-functional initiatives and ongoing
Qualifications
- Bachelor's degree in Accounting required; CPA designation or pursuit is a plus.
- 0–3 years of professional accounting/finance experience.
- Strong academic record with a 3.5+ GPA preferred.
- Internship or co-op experience in accounting/finance is a plus.
Responsibilities
- Maintain the firm's books and records to produce monthly statements.
- Coordinate with outside firms for tax returns and private fund audits.
- Update data related to the firm's private funds.
- Support client billing by calculating and reconciling quarterly fees.
Skills
Education
Tools
Job description
Zuckerman Investment Group, based in Chicago, IL, seeks a detail-focused Finance Associate to support accounting, reporting, and compliance. You will partner with senior leadership to maintain books, prepare monthly statements, and assist with audits, tax returns, and filings.
The role offers growth opportunities within a private wealth environment. You will interact across teams, enhance processes, and contribute to regulatory compliance while supporting cross-functional initiatives and ongoing
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