Job Title: Wealth Investment Management

Job Location: TX - Houston
Job Description:

The Financial Control Group (FCG) is responsible for overseeing the accounting and 
financial and regulatory reporting for the Firm. FCG prepares external financial 
reports for public filings and regulators. For internal reporting FCG, along with 
Financial Planning and Analysis (FPA), summarises, plans and
forecasts the organisation's financial position, including income statements, balance 
sheets, and analyses of future revenues, expenses and earnings. FCG is comprised 
of Business Unit Controllers, Infrastructure Controllers, Accounting, Regulatory and 
Reporting groups, and Valuation Review.
Primary Responsibilities
- Conduct daily review of various reports
- Verification of daily transactions
- Verification of changes
- Monthly reconciliation of files
- Troubleshoot issues, solving independently or escalating to management
- Maintain and continuously improve control procedures
Skills required (essential)
- Individuals applying for this role must possess
- Strong interpersonal skills
- Excellent oral and written communication skills
- Teamwork focus
- Strong organizational skills
- Must be able to handle multiple tasks in a deadline driven environment
- Must be able to handle multiple projects/tasks while meeting deadlines
- 3-5yrs experience in a financial services industry
- Proficiency in Excel, Word, and PowerPoint
- Understanding and executing of customer service excellence