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Finance Associate

Number of Openings: 1

Duration: September 2017 - April 2018



As a Finance Associate, you will report to the Director of Finance. You will gain valuable experience through managing and updating the club’s budget on a monthly basis. Additionally, you will be responsible for assisting the Director of Finance with management of all Investment Society’s monetary transactions. This will include organizing invoices, receipts and reimbursements. This position will require a commitment of approximately 5-7 hours per week.


  • Strong organization skills with attention to detail
  • Excellent analytical skills and ability to communicate effectively
  • Proficiency in Microsoft Office Suite, including Excel, Word and PowerPoint
  • Ability to work under pressure and in changing environments
  • Strong time management skills with ability to multitask and prioritize
  • High level of professionalism, integrity and accountability
  • Keen interest in the finance industry

Role and Responsibilities

  • Assisting the Director of Finance by managing and updating the club’s budget on a monthly basis
  • Keeping track of Investment Society invoices and receipts
  • Developing a transition binder for the Finance department to ensure continuity of Investment Society processes and procedures
  • Attending Investment Society team meetings to provide departmental updates and news
  • Being involved by attending events throughout the year. This includes participating in booth hours, making classroom announcements and attending internal team socials


This is a volunteer position, thus there will be no remuneration for this position.


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