Investment Associate

  • Location
    Oaks, Pennsylvania
  • Category
    Account Management
  • Job reference:
  • Job type
    Direct Hire




Accounting Principals has partnered with an Oaks, Pennsylvania based company in their search to hire entry level Investment Associates.  These are great “foot in the door” opportunities for recent Accounting and Finance Graduates.

Within this role your responsibilities would include:

  • Enter client information into company database(s); ensuring the accuracy of the information entered
  • Interface professionally with clients and assist with general questions
  • Assisting with special projects as needed
  • Communicate effectively with internal departments
  • Maintain confidential information
  • What we are looking for you to have:

  • Recent 4-year degree in Accounting, Economics or Finance
  • Proficiency in MS Office
  • Strong communication skills
  • Good interpersonal skills
  • Ability to work with deadlines

    For immediate consideration please email your resume to:

    Thank you in advance!


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    The Company will consider qualified applicants with arrest and conviction records

    Please apply with your CV to:

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