Lead Financial Associate

Location: Phoenix Region
Category: Finance & Accounting
Employment Type: Direct Hire
Contact: Melissa.King@addisongroup.com

Senior Financial Lead in Phoenix, AZ
Manage a team of 2-5 for complex fund. This Senior Financial Lead in Phoenix, AZ should be a self-starter, ambitious, and have the ability to think strategically.

Job Responsibilities:

  • Utilize in-house proprietary models to generate custom portfolio solutions and analytics for client opportunities of $5M or more in new AI assets
  • Responsible for generating various performance and sales reports for AI Distribution Team and senior leadership
  • Prepare marketing presentations for client meetings and advisor events
  • Support strategic initiatives and new fund launch campaigns with the goal of targeting new AI growth opportunities
  • Draft positioning pieces and quarterly updates for hedge fund managers available on the AI platform

Requirements:
  • Bachelor's Degree in Accounting and/or Finance
  • Public Accounting Experience Required
  • 3+ years Lead Supervisory experience required
Salary & Benefits:
Pay range $85k - $95k
PTO/Health/401k
Contact Melissa King at 602.817.1751 or Melissa.King@AddisonGroup.com


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