Financial Accounting Senior – Investment Accounting - Indianapolis, IN

Job Details · The stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. · This position can work in a hybrid capacity with some on-site expectation in our Carmel, IN office as need ...

CNO Financial Group is hiring a Sr. Staff Accountant to support Investment Accounting management team with project work and process improvements. · ...

CNO Financial Group is hiring a Sr. Staff Accountant to join their team in Carmel, IN. · ...

This role is part of a team responsible for accounting and reporting on CNO Financial Group's invested assets under both GAAP and statutory accounting standards. · The work spans from post-trade execution through preparing investment deliverables that feed into the company's GAAP ...

The Fund Accountant focuses on the accounting and reporting functions of the investment funds managed and administered by Proteus.The ideal candidate is highly self-motivated with rigorous attention to detail and a desire to work in a collaborative, dynamic environment. · Complet ...

Job summary · The Family Office Controller oversees the day-to-day financial operations of a single-family office within a family-owned company structure. · ...

The Director of Finance/Controller will be responsible for the day-to-day financial operations of a single-family office operating within a family-owned company structure. This role focuses on accurate accounting and cash management. · A CPA is required. · Bachelor's degree in Ac ...

This role is best suited for a professional with experience in wealth management private banking or a family office environment who brings strong financial fundamentals and a proactive service-oriented approach. · The Family Office Controller oversees the day-to-day financial ope ...

The Director of Finance/Controller will oversee day-to-day financial operations including accounting, bill payment,cash management,investment recordkeeping,and consolidated reporting. · Manage cash balances,cash flow forecasting,and liquidity planning. · Reconcile bank accounts,b ...

The Director of Finance/Controller will be responsible for the day-to-day financial operations of a single-family office operating within a family-owned company structure. · ...

The Family Office Controller oversees the day-to-day financial operations of a single-family office within a family-owned company structure. This role supports the principals and senior leadership by providing clear timely financial information across personal trust investment an ...

This teammate is accountable for maintaining and developing existing relationships and managing investment portfolio performance. · * College degree in business, economics or finance preferred* Minimum of 3 years of experience working with employee benefit plans* Minimum of 3 yea ...

Job summary Are you energized by client relationships, market strategy, and meaningful portfolio work? We're seeking an Investment Officer who is passionate about helping clients in the Emerging Investor Market grow and protect their wealth. · ...

+ · +Oversee daily investment operations including trading, model management, and portfolio rebalancing · Ensure timely and accurate processing of client transactions, account openings, and transfers · Build and maintain workflows that enhance efficiency, scalability, and risk ma ...

Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country through sophisticated financial planning and investment strategies. With a collaborative team environment and a strong commitment to client experience, the firm is seeki ...

We're seeking a detail-oriented Client Service Associate to join our operations team. In this role, you'll work closely with our investment advisers to deliver an exceptional client experience—from meeting preparation through performance reporting and billing. · ...

The Equity Research Analyst position is primarily responsible for contributing to a collaborative research process for actively managed equity strategies within the Registered Investment Advisory division.The research process involves quantitatively screening the equity universe, ...

The President will serve as the company's senior operating executive, responsible for executing the firm's vision, driving performance across all departments, and ensuring long-term growth and profitability. · ...

The Operations Representative is responsible for enrolling clients in complex investment strategies. This position requires cross-functional communication, working closely with investments, trading, operations, client service, and advisors. · This is an excellent opportunity for ...

The Financial Advisor Trainee will learn to build an individual practice through training and mentoring. The trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development ...