Finance Coordinator (Investor Services)

Company: Kforce Finance and Accounting ( Learn More )

General Information
$60,000.00 - $80,000.00 /Year
Not Specified
Not Specified
Not Specified
Job Description


Kforce has a client in search of a Finance Coordinator (Investor Services) in Boston, Massachusetts (MA).Essential Job Functions:
  • Monitor for upcoming market events, changes and communicate to teams
  • Manage the quality of security data
  • Support the management of portfolio subscriptions and redemptions
  • Evaluate the quality of holdings data through the review of reconciliations and integrity checks
  • Monitor failed trade reporting and resolve trade settlement matters
  • Lead and contribute to the implementation of investment initiatives
  • Job Requirements


    • Bachelor's degree in Accounting or Finance
    • CFA/CPA designation is a plus
    • 3-5 years of experience in the asset management industry
    • Big 4 public accounting/audit experience in the asset management industry is a plus
    • Strong Microsoft Excel skills
    Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.