Jobs at CAIA

We look for top-quality, dedicated professionals to become a part of our growing organization. CAIA offers competitive salaries and benefits packages, as well as excellent opportunities to expand your skills.
Human Resources Generalist and Legal Assistant
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The HR Generalist & Legal Assistant reports to the Managing Director of Operations. This position will be responsible for running our ADP TotalSource platform which includes payroll (time & labor management), health benefits, on and offboarding employees, and reporting. This position provides administrative support to the HR function as needed (e.g., correspondence generation, record keeping, file maintenance, HRIS entry) and ensures Company plans are administered in accordance with federal and state regulations, and well as co-administer our retirement plan. They will run the recruiting efforts for our US team. This position also assists with company-wide legal projects such as contract management and trademark administration. This position is Exempt for FLSA reporting.

Key Duties and Responsibilities.
• Administrator of ADP Total Source platform.
o Run bi-weekly payroll for US office
o Onboard and terminate employees in the system.
o Run reports
o Background screening
o Benefit open enrollment & changes
o PTO accruals
• Approve payroll for global offices.
• Recruiting
o Perform recruitment activities, clean up job descriptions, set up a preliminary interview and evaluate candidates for select positions. Maintain related records.
o Perform outreach to community sources for internship positions as needed.
o New-employee orientations at headquarters and facilitate orientations abroad as needed
• Manages annual performance evaluation process including salary adjustments & bonuses.
• From time to time handle conflict resolution, referring difficult situations to the Managing Director of Operations.
• Legal
o Work with Managing Director of Operations to ensure all company-wide contracts are compliant and critical deadlines are met.
o Assist with legal projects such as international and trademark strategy.
• Write, revise, edit and proofread company policies and procedures and related documents as needed.
• 401k – Vanguard Retirement Administrator. Run the 401k committee, and general contact for 401k questions and changes.
• Other task as needed.

Qualifications:

• Enthusiasm for and understanding of CAIA’s mission and stakeholders
• Self-starter, detailed oriented and the ability to multitask in a fast-paced environment
• Excellent communication skills, and ability to handle highly confidential materials.
• Ability to learn on the job and follow detailed standard operating procedures
• Excellent verbal and written communication skills
• Bachelor’s degree with 3-5 years relevant HR experience
• Excellent presentation skills
• Ability to work collaboratively with key CAIA departments
• Technically savvy and familiar with tools such as Microsoft suite, including outlook, SharePoint, and one drive. Experience with ADP TotalSource Preferred.
• SHRM – CP or PHR certification a plus

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Senior Accountant
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The Chartered Alternative Investment Analyst Association® (CAIA) in Amherst is seeking a dynamic individual to join our finance team. Reporting to the Controller, the Senior Accountant needs to be highly organized, extremely detail-oriented individual at ease with multi-tasking and adhering to deadlines, possessing excellent interpersonal, written and verbal communications skills. Individual must be comfortable working alone as well as collaboratively and have the ability to adapt and prioritize effectively. Must be able to perform journal entries to detail schedules to ledgers to financial statements. Experience with transfer pricing is a must.  Prior experience in a non-profit and/or membership-based organization and international accounting is a huge plus. The ideal candidate will have 5+ year’s relevant work experience. A Bachelor’s degree is required; CPA is preferred. This position is based in Amherst, MA, but we will consider a remote working situation.

CAIA Association’s Senior Accountant is responsible for assisting the Controller to successfully and timely execute the financial and administrative operations of the organization.

Duties:

  • Reconcile all CAIA bank accounts monthly; create monthly case report for CEO.
  • Reconcile Foundation and FDPi bank accounts monthly.
  • Calculate royalty payments semi-annually
  • Perform monthly accounting for Hong Kong, Singapore, United Kingdom, Switzerland, to include;
    • Reconcile Statement of Financial Position to partner accounting firm ledgers monthly
    • Reconcile Statement of Activities sheets to partner accounting firm ledgers month
    • Maintain and reconcile subsidiary schedules (e.g. AR, AP, FA, I/C, etc) to partner accounting firm schedules.
    • Investigate and resolve differences, perform correspondence.
    • Monthly upload of each entity’s data into accounting system.
  • Provide timely support of financial management projects/programs and produce necessary information and analysis to management and Board
  • Plays integral role in the organization’s annual audit process to include liaising and coordinating financial and administrative activities among the organization’s various locations and related accounting firms.
  • Assist with preparation and management of the organization’s budget and perform analyses such as “budget to actual” reports.   
  • Provide accounting support/enforcement in support of human resources activities, contracts, and operations policies and procedures.             
  • Complete billing/accounts receivable and accounts payable functions, including processing expense reimbursements.
  • ​Successfully deliver other project assignments as defined/required by Controller.
Qualifications:

The Senior Accountant needs to be highly organized, extremely detail-oriented individual at ease with multi-tasking and adhering to deadlines, possessing excellent interpersonal, written and verbal communications skills. Individual must be comfortable working alone as well as collaboratively and have the ability to adapt and prioritize effectively.

Must be able to perform journal entries through detail schedules to reviewing ledgers to creating financial statements. Experience with transfer pricing is a must. Prefer experience in a non-profit and/or membership-based organization and/or international accounting and/or managing people and resources. The ideal candidate needs 5+ year’s relevant work experience. A Bachelor’s degree is required; CPA is preferred. This position is based in Amherst, MA.

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