5 Jobs
LFT is Hiring an Investment Consultant Near Seattle, WA
Role: Investment Consultant
Location : Bellevue, WA Onsite
Duration: Fulltime
Job Description
Technical/Functional Skills
finance; accounting; Data Analysis; compliance; financial data management; Customer Relationship Management.
Roles & Responsibilities
Key Responsibilities:
- To review and triage online requests from sellers
- Capture all attributes of case and DD360 case creation
- Query support (use of tools, process query etc) using email account
- Maintain process documentation, work instructions and SOPs.
- Gathering financial details of the deal
- Populating data in OneAsk for analysis and documentation
- Controls and compliance vetting for investments approved by the Worldwide Deal Desk, and reviews ECIF requests and related document ation for accuracy (including related SOWs, Work Orders, or Work Scope documents).
- Calculating, and validating the financial results (ROI validation process)
- Ensuring all details needed for the Global ECIF and ACO to be approved is available for DM review (SOW, FastTrack review, Compliance review, etc.
- Preparing and sending a Financial Summary to DM for an approval decision
- Coaching the AT and DM on Financials results and ECIF Funding Policy
- Attaching appropriate documentation in OneAsk and DD360
- Operationalize and manage the Award Letter extension process and track actions and status
- IO creation & maintenance, MS Approvals validation (these are done during MS FTE holiday support)
Generic Managerial Skills
Forecasting; Spend management
Job Type: Full-time
Pay: $100,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Experience:
- Financial concepts: 7 years (Required)
- DD365: 1 year (Required)
- OneAsk: 1 year (Required)
- compliance: 4 years (Required)
- accounting: 6 years (Required)
Work Location: On the road
Job Summary
Full Time
$105k-137k (estimate)
05/26/2024
09/21/2024
lork.nyc
South Ozone Park, NY
<25
Related Companies
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Investment Consultant job description and responsibilities
Provides investors with investment products, advice, and/or planning.
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Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals.
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Actively monitor client's investments and work with them as their financial objectives change over time to adjust their holdings.
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Duties includes actively monitoring the client's investments and working with them as their financial objectives change over time.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Investment Consultant jobs
Becoming an investment consultant typically requires a college degree and some work experience.
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Investment consultants usually have a bachelor’s or graduate degree in a finance-related discipline such as accounting, business, or economics.
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Although it's not a requirement, candidate may also complete coursework in investments, taxes, risk management, and estate planning.
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Investment consultants may seek professional credentials such as the chartered financial analyst (CFA) or certified financial planner designation.
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Proven work experience as a Financial Consultant, Financial Adviser or similar role.
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Step 3: View the best colleges and universities for Investment Consultant.
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