Base: not specified; bonus/equity: may include + c...
Hybrid
Cost basis reporting system expertise
Data entry and verification accuracy
Knowledge of capital gains calculations
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 per week in the Memphis, TN Corporate Office after a mandatory 90-day full-time onsite period.
Eligible associates receive a comprehensive benefits package including medical, dental, vision, life insurance, 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: Not specified; Bonus/Equity: May include additional compensation or commissions; Benefits: Medical, dental, vision, life insurance, disability, retirement savings, PTO, parental leave
Skills & Requirements
Must-have
Cost Basis Reporting System expertise
Data entry and verification accuracy
Knowledge of capital gains calculations
Hybrid work schedule availability
90-day onsite requirement compliance
Nice-to-have
Collaborative cross-functional interaction
Process improvement feedback skills
Strong verbal communication abilities
Adherence to regulatory codes
Continuous learning mindset
Key Requirements
Bachelor's degree or High School diploma required
4 to 6 months general experience
Must live within commutable distance from Memphis, TN