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...