Jobs at Prime Buchholz LLC

Calculate and reconcile investment performance for client accounts, including valuations, transactions, fees, cash flows, and returns across marketable and nonmarketable investments. Select benchmarks, analyze portfolio characteristics, prepare executive summaries and quarterly client reports, and resolve meeting action items. The role requires strong attention to detail, problem-solving, time management, and proficiency with Excel and PowerPoint. A bachelor's degree is required, with finance or business preferred.