Position at GVW Group, LLC
Do you want to be a Portfolio Controllerat GVW Group?
GVW Investments is seeking a Portfolio Controller to join our investment company, GVW Investments. In this role, you will be an integral part of our investment group, collaborating with adynamic team while providing comprehensive support to our chairman and our various operating companies.
As our Portfolio Controller, you will play a pivotal role in assisting the investment team with a wide range of responsibilities, encompassing day-to-day investment operations, treasury management, due diligence, and accounting activities. Preferred qualifications include experience with diverse investment strategies and asset classes, including stocks, bonds, mutual funds, ETFs, derivatives, foreign currency, separately managed accounts, hedge funds, private equity, venture capital, and real estate. Additionally, a background in fund accounting and/or investment management is highly valued.
If you are someone who thrives on embracing new challenges, crafting innovative processes and procedures, and excels in a fast-paced, ever-evolving work environment, this role may be the perfect match for you. Join us at GVW Investments and be a part of our dynamic team shaping the future of investment finance and accounting.
Duties & Responsibilities
Skills and Experience
Bachelor's degree in Finance, Accounting, or a related field. A relevant certification (e.g., CFA, CPA) is a plus.
5-8 years’ progressive experience in finance, accounting, and treasury functions, with a focus on investments.
Disciplined and organized with a consistently strong work ethic.
Ability to work independently, multi-task, and deal with complexity in a fast-moving, intense environment.
Logical, analytical problem-solver, self-directed, detail-oriented.
Discretion and impeccable ethics are a must.
Knowledge of Quickbooks, Addepar, Word, and Excel.
Working knowledge and solid understanding of GAAP and financial statements.
Extremely detail-oriented with project and time management skills.
Capability to succeed and thrive in a fast-paced, dynamic environment.
Where will you work? This role can be based in Birmingham, AL, or Miami, FL
What do we offer in benefits? We offer an attractive compensation and benefits package, including fixed base salary and benefits such as medical/dental/vision options, retirement/401K plans, etc.
Visit www.gvwgroup.com to learn more about us!
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