Overview

Qualifications

Basic Qualifications

  • Bachelor’s degree in accounting, finance or related field
  • CPA certified or candidate preferred
  • Five or more years of experience in Mutual Fund compliance or a related field

Preferred Skills/Experience

  • Thorough knowledge of Investment Company Act of 1940, Sub-chapter M of the Internal Revenue Code, and Blue Sky state securities registration
  • Thorough knowledge and understanding of legal, regulatory and accounting principles which directly affect the mutual fund industry and our clients
  • Knowledge of equity, fixed income and derivative investments for compliance testing and financial reporting
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Ability to work in a team environment to maximize the strengths of each team member
  • Excellent verbal and written communication skills
  • Proficient computer skills, especially Microsoft Office applications

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