We are a consulting firm that specializes in providing services to small businesses, educational institutions, and government organizations. Our mission is to provide high-quality services to our clients, while also supporting the needs of minority and disabled Veteran communities. We understand the unique challenges that minority and disabled Veteran-owned businesses face and strive to provide the best solutions for their success.

•  3+ years of hands-on MF experience
• Comfortable with financial statements
• Responsible for timely and accurate processing of trades input into the appropriate investment portfolios on a daily basis and accurate processing of subscriptions and redemptions to client portfolios
• Familiarity with structured securities is a big plus!
• Networks across Investment Accounting & Reporting, Asset Management, Risk
• Excellent comprehension of contractual language