Hybrid Finance Associate: Investment Analysis & Accounting

Grant Morgan; Washington, Baltimore (District of Columbia, MD); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Hybrid work arrangement

Job summary

Grant Morgan is seeking a detail-oriented financial professional for a role supporting accounting operations, financial and investment analysis, and tax matters within a multi-entity private investment group. This hands-on position offers exposure to senior leadership and a high-visibility environment.

The Associate will work closely with the Vice President, engage in special projects, and collaborate with external advisors and consultants.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or other relevant areas.
• Minimum 2 years’ experience in finance, investment management or accounting.
• Proficient in Excel; exposure to Sage Intacct, Addepar or similar ERP systems.
• Solid understanding of asset allocation, cashflow analysis and portfolio management.

Responsibilities

• Partner with VP to perform accounting operations.
• Conduct financial and investment analysis; assist with tax matters.
• Manage special projects and other diverse financial duties.
• Collaborate with staff and interact with external advisors and consultants.

Education

Bachelor's degree in Accounting, Finance, Economics or relevant areas

Tools

Excel

Sage Intacct

Addepar

Job description

Grant Morgan is seeking a detail-oriented financial professional for a role supporting accounting operations, financial and investment analysis, and tax matters within a multi-entity private investment group. This hands-on position offers exposure to senior leadership and a high-visibility environment.

The Associate will work closely with the Vice President, engage in special projects, and collaborate with external advisors and consultants.