Investment Accountant
Job
Robert Half
Charlottesville, VA (In Person)
Full-Time
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Job Description
We are looking for a detail-oriented Investment Accountant to join our team in Charlottesville, Virginia. In this role, you will provide critical support to nonprofit investment portfolios through financial analysis, performance reporting, and portfolio management. This position is ideal for professionals with a strong background in accounting or finance who are eager to deepen their expertise in investment reporting and analytics while contributing to meaningful causes.
Responsibilities:
Prepare monthly and quarterly portfolio reports, ensuring accuracy and clarity. Calculate and review investment performance metrics, including returns and attribution analysis. Conduct portfolio-level risk assessments, liquidity monitoring, and cash flow analysis. Reconcile private equity accounts and track performance data to maintain accurate records. Collaborate with custodians to review and manage accounting and investment data. Support audits and tax-related processes for investment portfolios. Handle investment transaction management and other administrative tasks related to portfolio operations. Partner with internal teams and external service providers to deliver high-quality client service. Contribute to special projects, providing analytical support for team initiatives and client-specific needs. Strong analytical and accounting skills, with the ability to manage large volumes of financial data. Exceptional attention to detail and precision in all tasks. Excellent communication skills, both written and verbal, with a client-focused approach. Proficiency in Microsoft Excel, PowerPoint, and Word. Ability to prioritize and manage multiple tasks effectively to meet deadlines. Experience working independently and collaboratively within a team environment. Bachelor's degree in accounting, finance, or a related field. Minimum of 2 years of experience in accounting or investment-related roles. 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice .Similar jobs in Charlottesville, VA
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