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Cost Basis Associate Jobs in Indiana (NOW HIRING)

... of cost reduction and quality improvement initiatives. * Gather and analyze data to identify and ... or any other basis protected by applicable law. Candidate Accommodations: CBRE values the ...

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Cost Basis Associate information

What is a cost basis associate?

Cost Basis Associates are finance professionals who specialize in tracking, calculating, and reporting the cost basis of securities and investments. Cost basis refers to the original value of an asset for tax purposes, which is used to determine capital gains or losses when the asset is sold. These associates ensure accurate record-keeping, assist with tax reporting, and help clients comply with IRS regulations. They often work within financial institutions, brokerage firms, or accounting departments, and are knowledgeable about tax laws and financial systems.

What are the typical daily responsibilities of a cost basis associate, and how do they collaborate with other departments?

As a Cost Basis Associate, your daily responsibilities often include reviewing and reconciling cost basis data for client accounts, processing corporate actions, and ensuring compliance with IRS regulations regarding cost reporting. You'll frequently interact with operations, tax, and client service teams to resolve discrepancies and answer client inquiries. Collaboration is key, as you'll work closely with internal stakeholders to ensure accurate and timely reporting, which helps clients with tax filing and investment decisions. This role provides a strong foundation in financial operations and offers opportunities to advance into senior analyst or supervisory positions within investment management firms.

What are the key skills and qualifications needed to thrive as a cost basis associate, and why are they important?

To thrive as a Cost Basis Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial securities and tax regulations, often supported by a degree in finance, accounting, or a related field. Familiarity with cost basis reporting software, brokerage account systems, and IRS tax forms like 1099-B is typically required. Excellent communication, problem-solving abilities, and organizational skills help you manage complex client inquiries and ensure data accuracy. These skills are crucial for maintaining regulatory compliance and providing accurate cost basis information to clients and tax authorities.

What is the difference between Cost Basis Associate vs Equity Compensation Analyst?

AspectCost Basis AssociateEquity Compensation Analyst
CredentialsTypically requires finance or accounting background, certifications like CPA or CFA are a plusRequires finance, accounting, or HR background; certifications like CFA or CEPI may be relevant
Work EnvironmentFinancial institutions, brokerage firms, or asset management companiesCorporate HR departments, financial services firms, or equity plan providers
Industry UsageCommonly used in investment and brokerage sectorsUsed in companies offering employee stock options and equity plans
Job FocusCalculating and managing cost basis for securities, ensuring complianceManaging employee equity plans, analyzing stock compensation data

The main difference is that a Cost Basis Associate focuses on securities' cost basis calculations within investment firms, while an Equity Compensation Analyst specializes in managing and analyzing employee stock and equity plans. Both roles require finance or accounting knowledge but serve different functions within the financial and corporate sectors.

What cities in Indiana are hiring for Cost Basis Associate jobs?

Cities in Indiana with the most Cost Basis Associate job openings:

Infographic showing various Cost Basis Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate Director Project Controls Manager - Life Science Construction

Turner & Townsend

Indianapolis, IN

Full-time

Posted 14 days ago


Job description

Company Description

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries.


Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success.
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.


We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world.

Please visit our website: www.turnerandtownsend.com

Job Description

Turner & Townsend are seeking an experienced  Associate Director Project Controls Manager to join our team. The ideal candidate has a proven track record of successful client delivery and managing project control teams. This individual will lead project controls services for major client accounts and will help with wider business initiatives as needed.   

Responsibilities:  

  • Responsible for establishing and executing the high-level strategic direction of project controls including cost management, risk management and schedule management.  
  • Responsible for project budget approval process.  
  • Leads risk workshops with the project team to identify risks, establish likelihood/severity, mitigation actions and Owners.  
  • Take the lead for project controls deliverables that require cross-functional input.  
  • Motivate the team by providing clear direction and goals.  
  • Assist with weekly team meetings to discuss progress on initiatives and to drive performance.  
  • Lead the development and production of regular reporting.  
  • Prepares documentation for project gateway and approval processes.  
  • Develop overall guidelines for project level chartering and partnering.  
  • Review the Project Master Schedule sequencing, interface milestones and critical path elements (developed by others).  
  • Develop and recommend the project budget, cash flow and financial plan.  
  • Oversee and lead the risk management process for the project.  
  • Develop the work plan that forms the Project Execution Plan (PEP) for the project.  
  • Review, critique and submit for approval the Project implementation plans as developed by the project supporting PMCM teams.  
  • Manage Project Estimating and life cycle (total cost of ownership) asset costing, including contingency methodology and estimate evolution through the project lifecycle.   
  • Develop and submit for approval change management and impact mitigation strategies throughout the life of the project. This includes, but is not limited to scope, cost, schedule control, and cost reduction initiatives.  
  • Develop the set of controls to assure team performance against the Project baseline metrics.  
  • Develop protocols and guidelines for Diversity Compliance, Monitoring and Reporting.  
  • Establish the metrics and basis for progress reporting against the Project, Projects, and Contracts. Reporting shall include Performance Measurement, Forecasting, Trending, Issues, Actions, Progress and Overall Status.  
  • Develop project guidelines and protocols for cost reduction initiatives. Review project level cost reduction recommendations.  
  • Review project level diversity recommendations.  
  • Review construction progress and approve recovery plans.  
  • Review the claims resolutions recommendations.  
  • Collaborate with appropriate internal and external stakeholders to achieve consent.  
  • Establishes ongoing risk process and coordinates regular Monte Carlo analyses.  
  • Project intake: Consider expansion of deliverables to ensure more robust business cases/estimates/schedules are developed.  
  • Consider the development of an end-to-end process that captures the project controls information from intake through to closeout. Including incorporating a feedback loop for intake/cost/scheduling closeout information.  
  • Consider the integration of intake/cost/scheduling reporting to provide a holistic approach to project controls.  
  • Leads the Project Controls Team and assures deliverables with quality control and assurance. 
  • SOX control responsibilities may be part of this role, which are to be adhered to where applicable.
Qualifications
  • Bachelor’s degree in construction management, cost management, quantity surveying, engineering or field related to construction. 
  • Graduate degree in quantity surveying, cost management, construction management, or engineering is preferred. 
  • 12+ years of relevant project controls with portfolio controls experience. 
  • 5+ years managing high performing project control teams in a consulting environment. 
  • 5+ years experience managing project controls teams in a regulatory environment/mission-critical environment
  • Soft Skills/Client Management a MUST
  • Clean Room experience would be beneficial
  • Knowledge of multiple contract delivery methods and the merits of each.  
  • Displays track record of proven success with schedules, cost control, estimating and risk-management.  
  • Proven and demonstrated experience in implementing and managing a project controls system, including financial and scheduling controls, for a major capital project.  
  • Experience in establishing and monitoring project baselines and performance metrics.  
  • Proficiency in project management software (e.g., Primavera P6, Microsoft Project) and advanced knowledge of Microsoft Excel for data analysis and reporting.   
  • Exceptional analytical and problem-solving skills, with the ability to interpret complex project data and provide meaningful insights and recommendations.   
  • Knowledge of regulatory requirements, industry standards, and compliance frameworks relevant to the project domain.   
  • Demonstrates leadership skills and the ability to influence and motivate project teams towards achieving project control objectives.   
  • Demonstrates excellent presentation, verbal, written, organizational and communication skills 

Additional Information

*On-site presence and requirements may change depending on our client's needs*

Our inspired people share our vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change.

We want our people to succeed both in work and life. To support this we promote a healthy, productive and flexible working environment that respects work-life balance. 

Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and actively encourage applications from all sectors of the community.

Please find out more about us at www.turnerandtownsend.com/

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It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. 

Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review.