Paraplanner

We are currently seeking a Paraplanner to join our team! You will conduct quantitative analyses of various investment and financial programs. 

Responsibilities:

• Conduct cost analysis on financial programs and operations
• Determine financial status and analyze forecast results
• Perform month-end client valuation for assigned funds  
• Research and assess offshore and domestic fund options
• Resolve accounting errors on a timely basis with documentation
• Prepare profit and loss models

Qualifications:

• Experience in accounting, finance, or other related fields
• Advanced spreadsheet skills
• Strong attention to detail
• Strong analysis and critical thinking skills