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Asset Management Consulting Senior Associate

Company: Weaver
Location: Houston
Posted on: May 28, 2023

Job Description:

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.

Learn more about our services, industry experience and culture at weaver.com.

Position Profile

Weaver's Financial Services practice is looking for a Senior Associate to join our growing Asset Management Consulting practice! You will be a core member of our team and the role will work primarily on client engagements in the asset management/financial services sector. The ideal candidate will have the ability to establish trust with the client, communicate effectively, manage multiple assignments, and maintain good working relationships with client personnel and teammates.

Here are some of the activities a Senior Associate will perform:

  • Plan, prepare and deliver client work to the manager independently
  • Gain an understanding of client operations and risks
  • Participate in and lead client meetings and discussions
  • Understand and research securities laws and regulations and provide solutions to compliance, financial, or operational issues

    Education and Skills

    • Bachelor's degree in Accounting, Finance, Business Management or related field
    • Master's degree is preferred but relevant industry experience will be taken into consideration
    • 3+ years of investment or financial services audit, compliance or consulting experience
    • Understanding of SEC/FINRA/CFTC regulations
    • CIA, CFE, CCRP, CRMA or equivalent designation preferred
    • Excellent written and verbal communications skills
    • Data analytics/visualization skills are a plus

      Accounting for more than numbers! At Weaver, we recognize that everyone brings different strengths, backgrounds and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy and support. We are proudly an equal opportunity employer.

      Employee Referral Program Eligible


Keywords: Weaver, Houston , Asset Management Consulting Senior Associate, Executive , Houston, Texas

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