Portfolio Accountant

Recruiter
Bitterroot Capital Advisors
Location
Bozeman
Salary
Competitive
Posted
21 Oct 2019
Closes
28 Oct 2019
Job role
Accountant
Contract type
Permanent
Hours
Full time

Personal Characteristics and Skills

?? Intermediate accounting skills

  • Double entry accounting, bookkeeping
  • Financial statement analysis and preparation

?? Highest standards of business ethics

?? Detail and results oriented

?? Good communications and professional writing skills

?? Client–facing personality and mindset

?? Ability to solve problems

?? Able to work independently and within a team–oriented environment

?? Software skills:

  • In–depth knowledge of Microsoft Excel
  • Other Microsoft Office products (Word, Power Point especially)
  • Bloomberg terminal – desirable
  • Adobe Acrobat
  • Advent Axys – desirable
  • Other financial modeling or analytical software


Job Functions

?? Gather global financial transactions and securities prices

  • Entering and reconciling information into Firm's financial management software

?? Compile data accurately into spreadsheets and 3rd party software for analysis

?? Correspond with managers, administrators to retrieve data, forms, client accountants, legal advisors, etc.

?? Respond to client requests timely and professionally over the phone or via email

?? Prepare reports of client's activities and status for management

. Aid other professionals on projects, overflow, and scheduling


Qualifications

?? BS/BA required

?? Accounting/Finance degree strongly preferred

?? 3+ years of professional working experience preferred


Compensation

?? Salary DOE

?? Excellent Benefits available


Interested applicants may contact Bill Powers at for additional information.

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