IT/Software/Technology

Portfolio Accounting Manager

Contract

Strategic Staffing Solutions

Job Title: Portfolio Accounting Manager
Contract: 6 Months
Location: Boston, MA Hybrid Schedule

Job Description:

The candidate should have a minimum of 5 years of experience in portfolio accounting or related operations experience with a history of increasing responsibilities and leadership roles. A track record of identifying and implementing improvements, including controls to mitigate risk, is considered a strong plus. 

Required Qualifications:

  • 5 plus years of investment operations experience
  • Experience working with bank loans and derivatives
  • Demonstrated time management, analytical and organizational skills.
  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
  • Proven ability to manage risk, mitigate risk and make sound decisions.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to drive continuous improvement and execution excellence

Preferred Qualifications:

  • Enjoy working in a changing environment but able to focus on the task at hand
  • Experience in other mid- and back-office roles including trade support, performance, portfolio operations, and client administration
  • Experience with Advent Portfolio Exchange (APX), Bloomberg, CRD, Wall Street Office (WSO) and SS&C Recon.
  • Advanced experience with MS Excel and general facility with technology tools such as MS Access and Power BI

Job ID: JOB-240584
Publish Date: 07 Mar 2025

Tagged as: Portfolio Accounting Manager