Job Description

We are currently seeking a Managing Associate - Financial Services to join our team! You will conduct quantitative analyses of various investment and financial programs. 

We are seeking applicants with a sales background to join our sales force. Applicants can expect to be fully trained on products and procedures to provide a positive experience for our clients.

We are offering a fully-remote position dealing directly with consumer benefits. Client demand has increased, and our sales force is expanding in response. Prior knowledge in the Financial Industry preferred, but not required.

Daily Responsibilities:

• Client Sales

• Meeting Deadlines

• Phone Communication

Must Have:

• Computer Skills

• Internet Access

• Laptop/Phone

We will expect a qualified applicant to have exceptional communication and Time-Management skills. Rapid advancement is offered to those who excel in their duties and express the want for promotion.

RESPONSIBILITIES:

• Conduct cost analysis on financial programs and operations
• Determine financial status and analyze forecast results
• Perform month-end client valuation for assigned funds  
• Research and assess offshore and domestic fund options
• Resolve accounting errors on a timely basis with documentation
• Prepare profit and loss models

QUALIFICATIONS:

• Experience in accounting, finance, or other related fields
• Advanced spreadsheet skills
• Strong attention to detail
• Strong analysis and critical thinking skills

Company Description

“Our Passion for giving back and helping people.