Overview
Analyst Jobs in Indiana, United States at Northwood Family Office
Title: Analyst
Company: Northwood Family Office
Location: Indiana, United States
Opportunity Awaits At Northwood Family Office
Why Northwood?
Northwood Family Office is Canada’s leading multi-family office and a trusted advisor to many of the country’s most successful families. From our humble beginnings as two founders working together at a conference table in 2003, we have grown into a company of over 30 employees that serves the needs of over 100 Canadian families. Northwood Family Office has consistently been ranked the ‘#1 family office in Canada’ in the Euromoney Global Private Banking survey. For more information, see our website at www.northwoodfamilyoffice.com.
Northwood values the diversity of both our internal team and our clients. Diversity for us means fostering a workplace in where individual differences are recognized, appreciated, respected, and responded to in ways that celebrate and utilize each person’s knowledge, experiences, abilities, and strengths.
The Opportunity
The analyst at Northwood Family Office provides direct client service support, and their focus encompasses the following areas:
- Client Reporting: Preparing quarterly investment reporting packages using internal reporting processes.
- Data Governance: Ownership of client documentation, compliance, and general firm documentation
- Client Accounting: Providing support to complete financial statements and tax compliance deadlines.
Description of the Role
The Individual Will Be Primarily Responsible For The Following
- Assisting in compiling client quarterly investment reporting.
- Managing client documentation (i.e. account openings, Compliance) to ensure proper processes have been followed and filed properly.
- Completing other ad hoc tax and accounting tasks as required.
- Executing other ad hoc requests and reporting as required.
Skills And Experience
- 3+ years of bookkeeping and accounting experience preferred.
- Experience in the investment industry considered an asset.
- Willingness and ability to learn quickly.
- Ability to multi-task and prioritize projects of varying priority.
- Ability to maintain accurate records.
- Above-average organizational skills.
- Ability to work independently in a timeline-driven environment and to integrate and add value in a team environment.
- Desire to acquire skills and build a long-term career in a unique environment.
- Undergraduate degree in Business or Finance preferred.
Note that salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.
If you are interested in building a career at Northwood, please email your resume and cover letter to [email protected]. The subject of your email should be in the following format: Your Full Name – The Position You’re Applying For (i.e. Sarah Smith – Associate).
Interested in this role but not certain your background might suit all the necessary qualification requirements? Northwood has built its success based on the broad backgrounds, training, skills, and experiences that our team members uniquely contribute. We welcome you to apply – and let’s explore your potential future with Northwood!