Position Description: We are looking for self starters with operations skills to accommodate firm growth. Entrepreneurial environment; Position has broad exposure to various financial activities such as investment portfolio accounting, operations, corporate actions processing, financial analysis and special projects.
Duties include performing accounting reconciliations, assisting operations, trading and compliance functions; Strong PC skills (Microsoft Excel proficiency) required. Investment portfolio accounting — Perform accounting, operations and analysis for our clients. Support client-related activities and related business areas.
Education and Experience: Associate degree or better and two years of relevant operations work experience in the financial services sector; Strong preference for investment portfolio accounting experience. Accounting background a plus.
Confluence Investment Management LLC is an SEC-registered investment management firm based in Webster Groves, MO. We provide professional portfolio management and advisory services to institutional and individual clients. As of December 31, 2009, the firm had over $720 million of assets under management and supervision.