POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... Maintain and audit investment data across portfolio accounting and reporting systems, with a focus ...
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... Maintain and audit investment data across portfolio accounting and reporting systems, with a focus ...
Investment Operations Associate
Mclean, VA ยท On-site
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... Maintain and audit investment data across portfolio accounting and reporting systems, with a focus ...
Investment Operations Associate
Mclean, VA ยท On-site
POSITION SUMMARY Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the ... Maintain and audit investment data across portfolio accounting and reporting systems, with a focus ...
Operations Division
Washington, DC ยท On-site
Potential Opportunities Human Resources Specialist/Associate - Support recruitment, onboarding ... with accounting, grants management, budgeting, and financial reporting. 2. Grants Manager ...
Operations Division
Washington, DC ยท On-site
Potential Opportunities Human Resources Specialist/Associate - Support recruitment, onboarding ... with accounting, grants management, budgeting, and financial reporting. 2. Grants Manager ...
Accounting Associate, Aerospace, Defense, and Government
Washington, DC ยท On-site +1
$32.07 - $41.25/hr
As an Outsourced Accounting Associate, you'll support government contracting clients while learning ... operations for government contracting clients, working closely with senior team members and ...
Accounting Associate, Aerospace, Defense, and Government
Washington, DC ยท On-site +1
$32.07 - $41.25/hr
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Rockville, MD ยท On-site +1
$32.07 - $41.25/hr
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Accounting Associate, Aerospace, Defense, and Government
Rockville, MD ยท On-site +1
$32.07 - $41.25/hr
As an Outsourced Accounting Associate, you'll support government contracting clients while learning ... operations for government contracting clients, working closely with senior team members and ...
Accounting Associate, Aerospace, Defense, and Government
Rockville, MD ยท On-site +1
$32.07 - $41.25/hr
As an Outsourced Accounting Associate, you'll support government contracting clients while learning ... operations for government contracting clients, working closely with senior team members and ...
Accounting Associate, Aerospace, Defense, and Government
Rockville, MD ยท On-site +1
$32.07 - $41.25/hr
As an Outsourced Accounting Associate, you'll support government contracting clients while learning ... operations for government contracting clients, working closely with senior team members and ...
This role is based in Washington, DC and reports to the Team Lead, Operational Accounting. The ... Duties and Accountabilities The Associate Financial Operations Officer will help maintain the ...
This role is based in Washington, DC and reports to the Team Lead, Operational Accounting. The ... Duties and Accountabilities The Associate Financial Operations Officer will help maintain the ...
Director of Accounting
Arlington, VA ยท On-site
We are seeking a detail-oriented and experienced Director of Accounting to lead our accounting operations in a dynamic government contracting environment. The ideal candidate will have a deep ...
New
Quick apply
Director of Accounting
Arlington, VA ยท On-site
We are seeking a detail-oriented and experienced Director of Accounting to lead our accounting operations in a dynamic government contracting environment. The ideal candidate will have a deep ...
New
Associate Rotational Accountant
$52K - $60K/yr
Corporate Accounting, Operations Accounting, Development & Construction Accounting and Financial ... the Associate Rotational Accountant will be eligible fill an open position in the Accounting ...
Associate Rotational Accountant
$52K - $60K/yr
Corporate Accounting, Operations Accounting, Development & Construction Accounting and Financial ... the Associate Rotational Accountant will be eligible fill an open position in the Accounting ...
Associate Rotational Accountant
$52K - $60K/yr
Corporate Accounting, Operations Accounting, Development & Construction Accounting and Financial ... the Associate Rotational Accountant will be eligible fill an open position in the Accounting ...
Associate Rotational Accountant
$52K - $60K/yr
Corporate Accounting, Operations Accounting, Development & Construction Accounting and Financial ... the Associate Rotational Accountant will be eligible fill an open position in the Accounting ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
Alexandria, VA ยท On-site
$20.75 - $27.25/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
Alexandria, VA ยท On-site
$20.75 - $27.25/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Associate
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Company Description Sheladia Associates, Inc. (Sheladia), a minority-owned business established in ... This role supports the accounting department with day-to-day financial operations, ensuring ...
Accounting Associate
$50K - $55K/yr
Company Description Sheladia Associates, Inc. (Sheladia), a minority-owned business established in ... This role supports the accounting department with day-to-day financial operations, ensuring ...
Accounting Assistant
Alexandria, VA ยท On-site
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
Alexandria, VA ยท On-site
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$20.75 - $27.25/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
$20.75 - $27.25/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
Alexandria, VA ยท On-site
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Assistant
Alexandria, VA ยท On-site
$19 - $24.75/hr
... support our accounting operations in a fast-paced automotive environment . This role plays a ... We hire, train, promote, and compensate associates based on personal and professional competence ...
Accounting Associate
Rockville, MD ยท On-site
$50K - $55K/yr
Company Description Sheladia Associates, Inc. (Sheladia), a minority-owned business established in ... This role supports the accounting department with day-to-day financial operations, ensuring ...
Accounting Associate
Rockville, MD ยท On-site
$50K - $55K/yr
Company Description Sheladia Associates, Inc. (Sheladia), a minority-owned business established in ... This role supports the accounting department with day-to-day financial operations, ensuring ...
Accounting Technician II
Washington, DC ยท On-site
$39K - $120K/yr
Supports accounting operations by filing documents; reconciling statements; running software ... Associates Degree in related field * 3 - 10 years' experience Travel 0-5% (Negligible) Salary at ...
Accounting Technician II
Washington, DC ยท On-site
$39K - $120K/yr
Supports accounting operations by filing documents; reconciling statements; running software ... Associates Degree in related field * 3 - 10 years' experience Travel 0-5% (Negligible) Salary at ...
Accounting Operations Associate information
What job makes $10,000 a month without a degree?
What is the difference between Accounting Operations Associate vs Accounts Payable Clerk?
| Aspect | Accounting Operations Associate | Accounts Payable Clerk |
|---|---|---|
| Certifications | Typically requires basic accounting or finance certifications | Often requires similar certifications, such as AP or bookkeeping certifications |
| Work Environment | Works in finance or accounting departments, handling multiple financial processes | Primarily in accounts payable, processing invoices and payments |
| Employer & Industry Usage | Used across various industries in finance teams | Common in companies with large accounts payable functions |
| Search & Comparison Intent | Often compared for broader financial operations roles | Compared when focusing on invoice processing and payment tasks |
The main difference is that an Accounting Operations Associate handles a broader range of financial processes, including accounts receivable, reconciliation, and reporting, while an Accounts Payable Clerk focuses specifically on processing invoices and payments. Both roles require similar certifications and are found in similar work environments, but their scope and daily tasks differ.
What are some common challenges faced by Accounting Operations Associates, and how can they effectively manage them?
What are the key skills and qualifications needed to thrive as an Accounting Operations Associate, and why are they important?
What does an Accounting Operations Associate do?
What is the lowest position in accounting?
How much does an operations accountant make?
Is operations associate an entry-level job?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 17 days ago
Job description
POSITION SUMMARY
Cassaday & Company, Inc. is seeking an Investment Operations Associate to join the Investment Management & Research (IMR) team in McLean, Virginia. This role focuses on investment data integrity, performance and cost basis reporting, and operational support across portfolio management and trading functions, while also assisting with investment research initiatives, analytical projects, and investment-related communications.
RESPONSIBILITIES
Maintain and audit investment data across portfolio accounting and reporting systems, with a focus on cost basis accuracy and reconciliation.
Support the firm’s GIPS® verification process through data preparation, validation, and auditor coordination.
Prepare investment analyses and materials for internal and client-facing use.
Coordinate fund manager due diligence processes, including meeting scheduling, documentation, and follow-up tracking.
Support Investment Policy Committee (IPC) meeting preparation, logistics, and materials.
Assist with departmental reporting and operational workflow management across IMR and Trading functions.
Assist in the drafting and reviewing of client-facing investment communications.
REQUIREMENTS
Bachelor’s degree with a strong academic record.
Strong interest in investment management and financial markets.
Progress toward CFA® designation preferred.
Ability to obtain the SIE, Series 7, and Series 66 (or equivalent) within six months of hire.
Advanced proficiency in Microsoft Excel; VBA experience preferred.
Familiarity with investment platforms and research tools such as Bloomberg, FactSet, Morningstar, or YCharts preferred.
Experience with Python, R, SQL, or other analytical tools is a plus.
Strong analytical, quantitative, and organizational skills.
High attention to detail and ability to manage multiple priorities effectively.
This position offers a hybrid schedule following successful completion of the introductory period.
ABOUT US
Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
CASSADAY & COMPANY BENEFITS PACKAGE
- Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
- 401(k) options
- Paid time off
- Telework options
- Health & Wellness Program, including:
- Monthly Wellness Allowance
- quarterly & annual employee wellness events
- Paid parking in covered garage, OR monthly public transit subsidy
- Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
- Company-sponsored employee appreciation events
About Cassaday & Company
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
McLean, VA, US
Year founded
1993