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Job Responsibilities:

Monitor the performance of portfolios and investments using cutting edge analytics, proprietary software and Excel-based data management software.
Manage the operations of client portfolios, maintaining accurate performance information, and collaborating with relationship management teams in preparing performance reports and special projects.
Establishes and maintains relationships with a broad base of key stakeholders (i.e. executives and staff) and serves as a key point of contact for finance issues.
Acquires and maintains an understanding of the strategies, priorities and issues of the divisions supported.
Leads the coordination, organization and execution of quantitative and qualitative analyses for areas supported. Examples of activities include traditional budgeting and forecasting, month-end close, enhanced financial/business reporting, business case development, pricing analysis, P&L generation and business planning support.
Coordinate assigned projects and special project work with allocated resources.
Prepare quarterly and annual reports for clients.

 

Location: Chicago

 

Job Type: Full Time / Part Time

 

Experience: Entry Level / Hiring Entry Level Candidates

 

Job Requirement:

6 months of work experience in an accounting/financial industry setting preferred; internships may be considered.
College degree (B.A., B.S. or B.B.A.) — major in Finance, Accounting, or Economics.
Must be proficient in Microsoft Office applications preferably Excel.
Proven expertise in modeling techniques and managing large data sets.
Be eligible to work in United States without work authorization sponsorship now or anytime in the future.
Strong curiosity to connect the dots and tell the story through the financials.
Must be able to handle multiple assignments/initiatives.
Strong communication skills (written and verbal).