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You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.
Job ID: 008ACT
Location: Burlington, Vermont
Status: Full time
Salary
Firm Summary
Headquartered in Burlington, Vermont, One Day In July is a rapidly growing, award-winning investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.
One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations.
Job Description
50% of this role is as a firm accounting associate. The other 50% is as a financial associate working on our Investment Desk, making trades in and working on client portfolios.
As a firm accounting associate, you will be working with our bookkeepers and reporting to the Director of Operations to keep our books in good order each month. You will work on client billing, employee payroll, journal entries, account reconciliations and general reporting. You will look for methods to simplify and improve our accounting systems and our cash flow. You will connect with our software team to increase automation.
On our Investment Desk, you will review unique investment situations and trade client accounts, including rebalancing to target client asset allocations. You will utilize proprietary software and construct spreadsheets to execute trades. This position involves occasional but not significant client-facing interaction.
You do not need prior financial industry experience, but a keen interest in learning about investing, economics, and financial markets is essential. This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge.
We will provide extensive on-the-job training and several paths for advancement.
In this role, you will:
Qualifications
What's in it for you?
Salary
Hours / In-Person & Remote
Benefits
To Apply
Please send the following to Burta Kelly at careers@onedayinjuly.com
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
1. “FINRA 2023 Industry Snapshot” FINRA, May 18, 2023
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
Schedule:
Work Location: In person
Full Time
$87k-106k (estimate)
05/26/2024
07/25/2024
onedayinjuly.com
Burlington, VT
<25
The job skills required for Finance and Accounting Associate include Accounting, Billing, Attention to Detail, Microsoft Excel, Commitment, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Finance and Accounting Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Finance and Accounting Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Finance and Accounting Associate positions, which can be used as a reference in future career path planning. As a Finance and Accounting Associate, it can be promoted into senior positions as a Bookkeeper, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Finance and Accounting Associate. You can explore the career advancement for a Finance and Accounting Associate below and select your interested title to get hiring information.