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Robert Half Financial Reporting Associate in CHICAGO, Illinois


Exciting career-building opportunity at a rapidly growing firm located in Downtown Chicago!!

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m


• Conducts analysis including geographic, sector and currency exposures; fund versus benchmark performance and risk analysis; as well as portfolio asset allocation.

• Manages database of fund and index track records.

• Assists in creating and updating PowerPoint presentations for investment meetings.

• Performs ad-hoc investment analysis under the supervision of the investment team, including fee analysis, long/short attribution, and summaries of portfolio and fund performance.

• Responsible for maintaining pro forma forecasting models and tracking key cash flows and projections.

• Preparation of fund subscription, redemption, anti-money laundering and fund amendment documentation; process and track capital call and distribution activity.



• Bachelor’s degree required.

• 3+ years of experience in an excel-based analyst role; preferably with a background in finance, accounting, banking or related field.

• Extremely strong knowledge of MS Office (Excel, PowerPoint, Word).

• Previous experience in data analytics preferred (Excel formulas & look up commands, report building and querying from a database/reporting software)

• Must be able to effectively handle multiple projects simultaneously in a deadline driven environment.

• Detail oriented, self-starter, strong work ethic, team player.

• Excellent verbal, written communication and interpersonal skills.

To apply to this role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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