Senior Business Associate

Job Overview
Job Order:JO00021770
Date Posted:May 14
Category:1 - Accounting & Finance
Metro Area:

Venteon is currently seeking an experienced Senior Business Associate to fill an opening with a reputable Trust’s portfolio team based in Ann Arbor, Michigan.

Requirements of the Senior Business Associate

  • Bachelor’s degree in Finance, Business, or related subjects
  • 3+ years of experience working in an institutional investment organization including insurance, financial services, investment banking, asset management, foundation, endowment, or an institutional investment consulting practice is a plus
  • Prefer an advanced degree in Business Administration or Operational Management
  • CFA, CPA, CAIA certification or working towards is preferred
  • Solid understanding of and demonstrated interest in investments
  • Strong analytical, quantitative, presentation and writing skills
  • Must be computer savvy with a solid understanding of MS Office Suite – Excel, PowerPoint, and Word

Benefits of the Senior Business Associate

  • Excellent salary
  • Hybrid working model
  • Opportunity for career growth and advancement
  • Competitive benefits and paid time-off program
  • Excellent benefit package

Responsibilities of the Senior Business Associate

  • Support the Chief Investment Officer’s Leadership Team in managing activities and initiatives within the Trust’s Investment Office
  • Create and manage project plans with definitive tasks, responsibility matrix, and deadlines
  • Review project plans status weekly with Chief Investment Officer’s Leadership Team
  • Improve document processes, controls, and KPI’s that are both internally and externally focused
  • Develop dashboard reporting to track and validate compliance and identify areas for follow-up

If you are a high performer and would like to work for an equally high performing company and you think the above opportunity is appropriate for you, we invite you to apply to this job and email your resume to

We treat all resumes with strict confidentiality. We will always contact you first before submitting your resume to our client(s) for review. If you do not receive correspondence, you are not a fit for this position.

At Venteon, our talent acquisition team is proud to provide our clients with the most qualified Accounting & Finance, Engineering, and IT talent in the industry today.