Assistant Vice President, Expense Allocation

Our client in the financial services industry is looking for a Assistant Vice President, Expense Allocation to join their team in the Los Angeles County.


Job Description:

  • Prepare data and provide analysis
  • Prepare and update business flowcharts and related documentation
  • Help answer questions regarding fund expense allocation guidelines and processes
  • Responsible for following up, approvals and documentation for expenses
  • Manage, document and maintain standard operating procedures
  • Review and suggest improvements to processes and policies



  • Experience in the financial services or related industries preferred
  • Strong knowledge of GAAP
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 8 years’ relevant experience

Ref #23444


Alex RealAssistant Vice President, Expense Allocation