Job Description
Artiffex automates investment bookkeeping by converting complex, fragmented investment data into structured, reliable financial information. We work with accounting firms and family offices managing multi-entity portfolios where precision, efficiency, and consistency truly matter. The business is scaling quickly, and our goal is to ensure that delivery quality scales with it.
This is a production-critical role inside the Managed Services team. The mandate:
- Leverage the Artiffex automation platform to take incomplete and inconsistent investment data and turn it into clean, reconciled, tax compliant outputs.
Responsibilities
- Own the preparation and reconciliation of investment accounting files across entities holding marketable securities
- Interpret and process transactions including purchases, sales, income, transfers, and corporate actions
- Identify and resolve breaks across positions, b...