Top 38 Investment banking Jobs in Spanish Fork, Ut

Funds Accountant
Uplife Group —Orem, UT
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Finance
- Health insurance
- Work from home
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Wealth Management Client Associate
Bank of America —Provo, UT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Business Banking Officer II
NBH Bank —Spanish Fork, UT
- Overtime
- Microsoft Outlook
- Management
- 5 years
- Paid time off
- Opportunities for advancement
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Relationship Banker - Orem - Orem, Ut
JPMorganChase —Orem, UT
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Relationship Banker
Bank of America —Orem, UT
- Extended hours
- Office
- Finance
- High school diploma or GED
Private Equity Associate, Joint Ventures
Reef Capital Partners —Lehi, UT
- $120,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Residential
- Health savings account
- Health insurance
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Senior Manager, Account Management (New Verticals)
Flex —Lehi, UT
- $200,000 - $250,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Analysis skills
- Paid holidays
- Relocation assistance
Relationship Banker - Lindon - Lindon, Ut
JPMorganChase —Lindon, UT
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Personal Banking - Relationship Banker I
NBH Bank —Provo, UT
- $19.23 - $22.61 an hour
- Overtime
- Bilingual
- Pass drug screening
- Office
- Paid time off
- Opportunities for advancement
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10d
VP of Investor Relations
Pattern —Lehi, UT
- Full-time
- Hybrid work
- Office
- 8 years
- Bachelor's degree
- Paid holidays
- Dental insurance
Part Time Associate Banker Salt Lake South (30 hours)
JPMorganChase —Lehi, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Program Underwriter – Construction
Citadel Insurance —Lehi, UT
- 5 years
- Office
- Analysis skills
CRE Portfolio Manager III
Altabank —American Fork, UT
- Extended hours
- Microsoft Word
- Microsoft Excel
- Office
- Profit sharing
- Health savings account
Financial Advisor
BANDER Wealth Managment —Provo, UT
- $68,000 - $78,000 a year
- Full-time
- Research
- Mid-level
- Computer skills
- Paid training
- Paid time off
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7h
Program Underwriter – Transportation
Citadel Insurance —Lehi, UT
- 5 years
- Office
- Analysis skills
AVP Portfolio Manager II
Bank of Utah —Orem, UT
- Monday to Friday
- Microsoft Word
- Bachelor of Science
- Research
- Paid parental leave
- Paid holidays
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Program Underwriter – Property
Citadel Insurance —Lehi, UT
- 5 years
- Office
- Analysis skills
Wealth Management Assistant/Receptionist
Walker Covey Wealth Advisors —Orem, UT
- From $15 an hour
- Part-time
- Background check
- Customer service
- Research
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11d
Personal Banking - Associate Banker
NBH Bank —Pleasant Grove, UT
- Overtime
- Bilingual
- Pass drug screening
- High school diploma or GED
- Paid time off
- Opportunities for advancement
Quick Apply
11d
Private Client Banker
KeyBank National Association —American Fork, UT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level

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investment banking jobs near spanish fork, ut

Funds Accountant

Uplife Group
Orem, UT

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Job Details

Full-time
$70,000 - $85,000 a year

Benefits

Health insurance
Work from home

Qualifications

Bachelor's degree
Attention to detail
QuickBooks
Organizational skills
Tax experience
Excel data analysis

Full Job Description

We are seeking a detail-oriented and driven Real Estate Fund Accountant to join our finance team. In this pivotal role, you will manage the accounting and financial operations of our real estate investment funds, ensuring accurate partnership accounting, timely investor reporting, and full compliance with fund governing documents and regulatory standards. Your work will directly support capital deployment, investor relations, and the strategic growth of our fund portfolio. This position offers an exciting opportunity to contribute to a thriving organization where your expertise will shape the financial integrity of multiple investment vehicles across a diverse real estate portfolio. Duties Prepare and analyze fund-level financial statements, including balance sheets, statements of operations, statements of partners' capital, and cash flow reports in accordance with GAAP (Generally Accepted Accounting Principles). Perform partnership accounting including capital account maintenance, allocation of income and loss among limited and general partners, and tracking of investor contributions and distributions. Calculate and process capital calls, distributions, and waterfall computations — including preferred returns, catch-up tiers, and promote/carried interest — in accordance with each fund's Limited Partnership Agreement (LPA). Prepare quarterly and annual investor reports, capital account statements, and investor communications with accuracy and attention to detail. Compute Net Asset Value (NAV) calculations and management fee accruals in accordance with fund governing documents. Conduct detailed account reconciliations for general ledger accounts across multiple fund entities, including bank reconciliations, intercompany activity, and investment-level reconciliations using accounting software such as Yardi Investment Management, Juniper Square, Investran, Allvue, or QuickBooks. Maintain fund-level cash flow schedules, tracking deployment of investor capital, property-level distributions up to the fund, and return-of-capital events. Support fund audits and year-end tax processes by preparing workpapers, PBC schedules, and supporting documentation for external auditors and tax preparers, including Schedule K-1 support. Assist with acquisition and disposition accounting, including closing entries, purchase price allocations, and investment basis tracking. Collaborate with asset management, investor relations, and executive teams on forecasts, budgets, and variance analysis at both the fund and portfolio level. Ensure compliance with fund formation documents (PPMs, LPAs, subscription agreements) and applicable SEC and securities law reporting requirements for private real estate funds. Mentor junior team members by sharing technical knowledge in partnership accounting, waterfall mechanics, and investor reporting best practices. Utilize advanced Excel functions (pivot tables, INDEX/MATCH, XLOOKUP, nested formulas) for financial modeling, waterfall calculations, and detailed fund analysis. Qualifications Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent certification preferred. 2+ years of accounting experience, with direct exposure to fund accounting, real estate private equity, or investment partnership accounting strongly preferred. Strong knowledge of GAAP, partnership accounting, and fund structures (LP/GP, co-invest vehicles, parallel funds, blocker entities). Understanding of waterfall calculations, preferred returns, promote/carried interest, and capital account maintenance. Hands-on experience with fund or investment accounting software such as Yardi Investment Management, Juniper Square, Investran, Allvue, or comparable platforms; proficiency in Microsoft Excel is essential. Familiarity with investor reporting cycles, capital call and distribution processes, and fund audit support workflows. Working knowledge of securities law implications for real estate investments, Schedule K-1 reporting, and SEC/regulatory considerations for private funds is highly desirable. Demonstrated understanding of complex financial concepts including accrual accounting, journal entries, intercompany eliminations, and balance sheet reconciliation. Excellent analytical skills with a keen eye for detail; strong organizational skills to manage multiple fund entities and reporting deadlines simultaneously. Effective mentoring abilities combined with excellent communication skills to collaborate across asset management, investor relations, and executive teams. Join us as we drive excellence in real estate fund finance! This role offers an engaging environment where your expertise will directly impact our organization's growth trajectory while providing opportunities for professional development in a dynamic investment setting.

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Work from home

Work Location: Hybrid remote in Orem, UT 84097

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Refine Your Search

investment banking jobs in spanish fork, ut

Funds Accountant

Wealth Management Client Associate

Business Banking Officer II

Relationship Banker - Orem - Orem, Ut

Relationship Banker

Private Equity Associate, Joint Ventures

Senior Manager, Account Management (New Verticals)

Relationship Banker - Lindon - Lindon, Ut

Personal Banking - Relationship Banker I

VP of Investor Relations

Part Time Associate Banker Salt Lake South (30 hours)

Program Underwriter – Construction

CRE Portfolio Manager III

Financial Advisor

Program Underwriter – Transportation

AVP Portfolio Manager II

Program Underwriter – Property

Wealth Management Assistant/Receptionist

Personal Banking - Associate Banker

Private Client Banker

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