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Job summary
A financial services firm in New York is seeking a middle office professional to support a variety of tasks, including managing valuation reports and assisting with transaction closings. Ideal candidates will have a Bachelor's degree and 3-5 years of relevant experience, preferably with a CPA. The role offers a salary range from $95,000 to $140,000 and requires strong analytical and interpersonal skills to work with various stakeholders.
Qualifications
3-5 years of related middle office experience.
CPA preferred.
Ability to build new and existing processes.
Responsibilities
Review and reconcile valuation reports and supporting documents.
Support deal transaction closing process by coordinating documentation and funding.
Identify and resolve data integrity issues across systems.
Skills
Interpersonal skills
Analytical skills
Problem-solving ability
Education
Bachelor’s degree
Tools
Data management systems
Job description
A financial services firm in New York is seeking a middle office professional to support a variety of tasks, including managing valuation reports and assisting with transaction closings. Ideal candidates will have a Bachelor's degree and 3-5 years of relevant experience, preferably with a CPA. The role offers a salary range from $95,000 to $140,000 and requires strong analytical and interpersonal skills to work with various stakeholders.