Finance / Accounting

Updated on December 12,  2017


INVESTMENT ASSOCIATE FOR PRIVATELY HELD INVESTMENT FIRM - BIRMINGHAM AREA

Immediate opening for a highly motivated administrative support professional who would enjoy assisting with back office operations for the Investment Management Team.


Education and Experience:

• Bachelor’s degree in Business Administration or related field

• Advanced proficiency with Microsoft Office, primarily Word and Excel

• Previous internship/operations experience in securities, finance or banking a plus

• Prior exposure to Advent Portfolio Exchange (APX) software a plus


Primary Responsibilities:

• Coordinate, update and maintain client account information

• Prepare Investment Advisory Agreements and Custody Account Applications

• Set up new accounts using in-house portfolio software

• Handle client requested donations to charitable organizations

• Coordinate transfer of accounts with multiple parties: custodians, managers, trustees, clients, attorneys, accountants

• Reconcile incoming and outgoing assets

• Track and update cost basis of incoming assets

• Prepare letters/memos/emails to clients, custodians, managers, attorneys, accountants


Ideal Candidate would possess:

• Excellent listening, oral and written communication skills

• A professional work ethic and a positive team player

• Willingness to assist with general and simple tasks which are critical to the efficient operation of the office

• High accuracy with numbers and details

• Exceptional organizational, prioritization and multi-tasking skills

• Ability to execute requests in a timely and accurate manner

• Strict confidentiality regarding all client and office matters


Send resume in a Word format attachment to: ben@harperjobs.com


CONTROLLER / CPA - METRO DETROIT, MI

Our client (non-automotive) is searching for a CPA with public accounting experience with service industries. Will oversee accounting department, budget preparation for multiple companies, general ledger and financial statement review and audits. Master’s Degree a plus. Excellent salary, benefits and bonus incentive package.

Send resume in a Word format attachment to ben@harperjobs.com


FINANCIAL RESEARCH ANALYST - PRIVATE INVESTMENT FIRM - CFA - MASTERS PREFERRED ($100,000-$150,000)

Harper Associates has been retained by a prominent Detroit area Investment Firm which has built an outstanding reputation managing the portfolios of family offices, trusts, estates, corporations, pension plans, individual high net worth individual investors, profit-sharing plans, foundations, and municipal employee retirement systems.

Our client is confidentially seeking a financial research analyst to provide support to senior analysts and the portfolio management team. The analyst position entails creating independent comprehensive research on public and private equities, fixed-income securities, and non-traditional investments. The selected candidate will be required to use analytical methods to evaluate investment ideas including the creation and maintenance of financial models, comprehensive valuation analysis, and examination of overall market trends.

The successful candidate must be highly motivated, pro-active and a team player. The work environment is intensive and pushes individuals to look past the obvious conclusion and seek out better investment ideas through greater knowledge. Micro and macro research is involved. The position isn’t solely research, it also may include portfolio management depending on qualifications and capabilities of the candidate.

Prefer Chartered Financial Analyst (CFA), Master’s Degree.

Excellent benefit package.

Candidates must have ties to Michigan

Send resume in a Word format attachment to ben@harperjobs.com

 










Harper Associates

31000 Northwestern Hwy,

Suite 240,

Farmington Hills, MI 48334

Phone. 248-932-1170

Fax. 888-737-8525

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