Client Accounting Associate

Client Accounting Associate (Investment Firm) | Charlottesville, VA | Hybrid

Not a financial advisor role.
Not client-facing sales.

***This is a true accounting + reporting role inside a high-end investment firm.

Why people are excited about this one:

• Hybrid schedule (WFH flexibility)
• Learn from an exceptionally sharp team
• Fast-track career growth (they promote)
• Exposure to investment reporting + portfolio analytics
• Strong comp + bonus + certification reimbursement

What you’ll do (no fluff):

• Build and analyze investment/portfolio reports
• Track performance, returns, and key metrics
• Support private investments + reconciliations
• Help with audits, tax support, and client deliverables
• Partner with a sharp, collaborative team across ops + investments

What they’re looking for:

• Accounting or Finance background - 4 year degree
• Detail-oriented + naturally curious
• Someone who wants to learn, grow, and be challenged

*If you’ve been looking for that “launchpad” role in investments with real mentorship and upward mobility…this is it.

*Message me if you want to learn more (or know someone who should!)

If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval.

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.