• Location: Boston MA
• Type: Perm
• Job #24004

Company Overview:
A global investment firm with approximately $504 billion in assets under management is seeking a Finance Professional to join their Capital Markets Finance team. This role will support business operations leaders with management reporting and enhance the partnership between finance and business leaders.

Job Responsibilities:

• Prepare broker dealer regulatory filings including Focus, SSOI, Form 17-H MAP
• Ensure regulatory capital compliance
• Financial statement preparation for quarter ends and annual audits
• General ledger and journal entry preparation
• Management reporting, forecasting, analysis for revenue and investment income
• Coordination of various ad hoc requests
• Work with CFO on accounting and operational policy
• Manage various liquidity and treasury matters

Qualifications:

• 10+ years of relevant work experience in financial services institution, capital markets experience preferred
• CPA degree preferred
• FINRA: Series 27 preferred
• Bachelor’s degree with a strong academic record from an accredited top-tier college or university
• Advanced technical skills in Excel and experience with financial accounting systems

Compensation:
Salary: $150,000 – $225,000, Plus Bonus