Our Philosophy
Eubel Brady & Suttman is an investment and wealth management firm committed to creating value for our clients through deep, long-term relationships. This is not an adage on our wall, but a fundamental belief that guides every decision we make. We operate as a true team, working hard to achieve our goals while making time to connect personally.
We are incredibly mindful of the people we bring into our organization. EBS is not a "stop" along your career journey, but a destination. Because of the immense institutional knowledge and technical complexity involved in our work, we invest in professionals who are looking for a long-term professional home.
The Role
The ideal candidate is self-motivated and able to work independently on a variety of projects, attentive to details and able to see the “big picture.” Strong problem-solving skills and a proclivity to learn are essential. The role combines various accounting functions as well as administrative work supporting our private fund team and alternative investments.
Key Areas of Responsibility
· Form working knowledge of investment operations and cash flows
· Facilitate project acquisitions (i.e., obtain funding and coordinate with relevant parties)
· Assist in preparing quarterly financial statements
· Prepare miscellaneous business filings (CAT, Statutory Agent, Unclaimed Funds, etc.)
· Process distributions to investors per fund operating agreement
· Manage process of calling capital from investors
· Help prepare all work papers and other requests for annual GAAP audit by external auditors
· Work with external CPA firm for tax preparation
· Various projects and duties as assigned, in which attention to detail is paramount
Skills & Qualifications
- Precision-Focused: Highly proficient with Microsoft Office, specifically Word and Excel, with a sharp eye for detail. Understands the importance of reviewing their work.
- Communication: Business-level writing skills for internal and external communications to colleagues, business partners (i.e., banking), and clients.
- Education: Bachelor’s degree in Finance, Accounting, or equivalent industry experience.
- The "Fit": A high degree of professionalism, and a desire to build a long-term career within a stable, high-performance team.
- Extra: Prior experience with digital workflow platforms (Teams, OneNote, Docusign) and state filing websites is a plus.
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Work Location: In person
