AVP - Assistant Portfolio Controller (Equity)
Kforce Inc.
Job Info
RESPONSIBILITIES:
Kforce has a client that is seeking to hire an AVP/Assistant Portfolio Controller (Equity) in Boston, Massachusetts (MA).Summary:This client is a real estate company that is currently growing; They have been voted a best place to work. They offer a competitive benefits package that includes medical, dental, vision, flexible spending, parental leave, 401K with match, pet insurance, vacation time, wellness days, birthday PTO, etc. This role will work in a hybrid schedule.Duties:- Assisting in the management and oversight of the company equity investment portfolio
- Monitoring and analyzing the performance of equity investments
- Preparing and presenting reports to Senior Management
- Conducting research and analysis on market trends and investment opportunities
- Assisting in the development of investment strategies
- Involved in risk management, compliance and regulatory reporting related to the equity portfolio
- Perform other ad hoc accounting duties as assigned by leadership
- Consistently demonstrate use of tack and discretion
REQUIREMENTS:
- 5+ years of experience, seven (7) years of experience preferred, including real estate or private equity industry
- Strong financial and accounting knowledge, solid understanding of financial principles, accounting standards, and reporting requirements
- Analytical skills - analyze financial data, identify trends, and make informed decisions
- Attention to detail accuracy in financial reporting
- Communication skills - clear explanation of complex financial information to leadership and stakeholders
- Problem-solving - able to address discrepancies in a timely manner
- Proficiency in financial software, tools such as Excel, Yardi, Portfolio management systems
- Organizational skills- managing multiple tasks and deadlines effectively
- Develop productive working relationships with all team members including internal clients and external third parties
- Demonstrated prominent level of ethics and integrity with a straightforward and honest approach
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
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