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Details
  • 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
 

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