CURRENT  OPPORTUNITY

ASSOCIATE CONSULTANT 

ABOUT THIS JOB

As an associate consultant, you will provide financial consulting services on behalf of HBMJ’s clientele. As a member of the team, you will assist and support other team members to ensure successful execution of projects; example projects include accounting software upgrades, onboarding new private equity funds, tying out end-of-period trial balances, reconciling daily P&L and providing post-trade support. 

  • Automating Track Records: Calculating project deals’ IRR, MoM and other performance metrics 

  • Pricing: Pricing equity placeholders for liquid positions daily  

  • Tying out Trial Balances and Reconciling P&L: Checking the client’s numbers against the Fund Administrator’s  

  • Booking Daily Activity: Entering credit activity transactions, such as paydowns and drawdowns, and tracking cash movements using journal entries 

New employees are placed in a training program where they work on several exciting projects. The three to six-month training program includes:  

  • An introduction to SS&C Advent’s portfolio accounting system, Geneva® 

  • Exposure to back office activities: confirming bank agent notices, working with Portfolio Accounting and Operations teams, evaluating weekly risk reports, and more 

  • Excel training: cash, position, and other daily reconciliations 

 

 

 

REQUIREMENTS & QUALIFICATIONS

  • Bachelor’s degree from a known educational institution 

  • Preferred Majors: All Business Majors, Economics, English  

  • Strong verbal and written communication skills  

  • Must be driven and have the willingness to learn 

  • Ability to work independently as well as on a team  

  • Proficiency in Microsoft Office including Excel, PowerPoint, and Word 

 

 

 

WHAT WE OFFER

  • Competitive salary and year-end performance bonus  

  • Medical, dental, and disability insurance  

  • 401(k) savings program  

  • Travel opportunities to work on-site with clients 

  • A great working environment 

Interested?
Email a resume and cover letter to hr@hbmjconsulting.com or apply via LinkedIn.