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We are currently seeking a disciplined individual to work within the Investments area of the Financial Services Office. The successful candidate will be required to exhibit professional and competent knowledge of accounting principles and practices, investments, spreadsheets, and databases. They will be required to exercise discretion and creativity on assignments of a varied and diverse nature, embrace FSO’s values and demonstrate a willingness to apply these values in their work and their interactions with others.
 

The University of Arizona is located in the heart of Tucson — Home of the Wildcats! The Financial Services Office ( FSO ), a division of Business Affairs, plays a vital role in the daily University operations by providing quality financial and business services in support of the University’s faculty, staff, and students. FSO is a diverse organization of over 200 employees who prosper in a team-oriented environment that emphasizes the values of integrity, inclusion, collaboration, innovation, professionalism and responsiveness. Come be a part of a team that is full of fun, dynamic, and highly motivated employees!


Duties & Responsibilities

• Completing numerous financial reports (i.e., returns, exposure, asset allocation etc.) on a weekly, monthly, quarterly, and annual basis.
• Prepare and record investment transactions including investment income, buys, sells, amortization, and security transfers
• Working closely with accountants to understand financial system data
• Reconcile three ways between securities program, University’s accounting system, and custodial bank
• Analyzing fixed income holdings and equity securities
• Processing payments to vendors
• Assisting in maintaining and filing relevant documents and other organizational duties
• Perform other duties as assigned


Knowledge, Skills, & Abilities

• Ability to learn and work independently and as part of a team
• Ability to exemplify professionalism in an office setting
• Skill in written and verbal communication
• Skill in analytical and critical thinking


Minimum Qualifications

• Bachelor’s degree in a related field
• Knowledge of accounting principles, practices, and procedures
• Strong knowledge of spreadsheet and database software such as MS Excel and MS Access
• Knowledge of finance and investments


Preferred Qualifications FLSA Exempt Full Time/Part Time Full Time Number of Hours Worked per Week 40 Job Category Administrative and Professional Benefits Eligible Yes - Full Benefits Posted Rate of Pay $43,000 Annually Type of criminal background check required: Fingerprint criminal background check (security sensitive due to title or department)

Employees

Steve Kelly

Investor

United States