ASSOCIATE CONSULTANT

ABOUT THIS JOB

As an associate you will provide financial consulting services on behalf of HBMJ’s clientele. You will gain exposure to financial institutions such as hedge funds, fund administrators, private equity firms, investment banks, and family wealth offices. As a member of the team, you will assist and support other team members to ensure successful execution of projects. All new employees are placed in a training program where they work on several different exciting projects. The three to six-month training program includes:

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• An introduction to Geneva from SS&C Advent – portfolio accounting system

• Exposure to back office daily activities and custom reporting

• Daily cash and position reconciliations – used to track cash movements within each fund/custodian accounts

• Exposure to automated reconciliation systems

• Gaining knowledge with different fund structures and accounts

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REQUIREMENTS & QUALIFICATIONS

• Bachelor’s degree from a known educational institution

• Preferred Majors: Economics, Business Administration, Marketing, Analytics, or Finance 

• Strong verbal and written communication skills

• Must be driven and have the willingness to learn – ongoing training as an associate and must stay up to date on the latest trends and information

• Ability to work independently as well as on a team

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

• SQL skills preferred

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WHAT WE OFFER

• Opportunities for personal and professional career development

• A great working environment, competitive salary and benefits

• Health care benefits

• 401(k) savings program

Interested?
Email a resume and cover letter to hr@hbmjconsulting.com