Cost Basis Associate

Chartwell Investment Partners

Memphis, Tennessee, US
Base salary not specified; + compensation may incl...
Hybrid
Cost basis reporting system expertise
Data entry and verification accuracy
Knowledge of capital gains and losses
The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data

Job Summary

  • The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data.
  • This position follows a hybrid-friendly schedule with three days in office per week, requiring full-time onsite work for the first 90 days.
  • The role offers a comprehensive benefits package including medical, dental, vision, life insurance, disability benefits, retirement savings, and paid time off.

Matching Summary

The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data.

Salary

Base salary not specified; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Cost Basis Reporting System expertise
  • Data entry and verification accuracy
  • Knowledge of capital gains and losses
  • Hybrid work schedule compliance
  • 90-day onsite requirement

Nice-to-have

  • Collaborative cross-functional interaction
  • Process improvement feedback
  • Courteous internal client service
  • Continuous learning mindset

Key Requirements

  • Bachelor's degree or High School diploma
  • 4 to 6 months general experience
  • Live within commutable distance from Memphis, TN

Work Rights

Not specified

Tailored Resume

Cover Letter