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Strata Fund Solutions

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Great place to work and build a career in investment accounting - Supervisor I Strata Fund Solutions Employee Review

5.0
6 Oct 2020
Recommend
CEO approval
Business outlook

Pros

+Good work-life balance +Good exposure to alternative investment industry experts +Work with many CPA-licensed professionals (co-workers/managers and clients) +$3K one-time bonus available for obtaining CPA or CFA professional titles +Company-provided (catered) lunches 4 days a week +On-site gym +$2,000 of tax-free company-match HSA money available to save for medical expenses (based on a family plan), with ability to invest in mutual funds +Work From Home is available and easy and practical to do +Advancement/Promotion is more truly based on merit than anywhere else I've ever worked. No artificial barriers or time limitations for advancement--if you demonstrate you are performing at the higher level and able to handle more responsibility while maintaining quality work and client satisfaction, you will be advanced to that level

Cons

-Health Insurance plans are high deductible (but very cheap on premiums, and pretty generous company-match HSA money available) -401k company match maxes out at 4.5% of salary (and requires employee contribution of 6% of salary to get that), and the company match only starts after a year with the company -No separate Sick Leave time. If you take a day out sick, it comes out of your accrued vacation time. -Often difficult to arrange to use accrued time off (small teams, with little cross-coverage of clients by multiple employees, so it's difficult to be out of office for any extended period) -Not much visible demographic diversity among co-workers (not a single Black employee out of 100+ employees in the SLC office, and 30% or fewer women employees)--although I am certain this has much more to do with the fact that the targeted applicant/hiring pool is accountants in Utah than it being a result of any race- or gender-based prejudice in recruiting efforts and decisions; and co-workers are great people to work with

Explore other reviews about Strata Fund Solutions

5.0
10 May 2022
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great People, and amazing benefits.

Cons

There are a lot of work hours in spring and fall.

3.0
12 June 2024
Recommend
CEO approval
Business outlook

Pros

You will be trained and become knowledgeable at fund accounting and the structure of alternative investments.

Cons

It is a niche field and the skills don't translate that well to other careers in finance/accounting.

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