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Details
  • Location: Boston MA
  • Type: Perm
  • Job #24801

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking a Finance Manager to join their Special Situations team. This role involves managing finance responsibilities and supporting portfolio management and investor needs.

Job Responsibilities:

  • Gain an overall understanding of the Special Situations business and manage team at all levels through general finance responsibilities
  • Support all portfolio management, finance, and investor needs
  • Understand complex investment structures and work through tax, legal, and book implications for funds
  • Identify and oversee process improvements using automation and technology
  • Review monthly returns, NAVs, and capital reporting to investors
  • Review quarterly financial statements, management fee and carry calculations, and other deliverables for investor reporting
  • Manage the year-end audit process with outside accountants
  • Work closely with the deal staff and portfolio management team to address questions
  • Collaborate with various groups within the firm and outside administrators
  • Assist in fundraising requests and information requests from investors
  • Handle frequent and unique ad hoc requests

Qualifications:

  • 6-10 years of experience at an Investment Advisor and/or public accounting role
  • Strong ability to prioritize multiple responsibilities and work under tight deadlines
  • Self-starter with initiative and ability to work unsupervised
  • Strong analytical problem-solving skills
  • Strong Excel skills
  • Experience with VBA, PowerBI, Alteryx, Python is recommended
  • Four-year college degree with a major in accounting, finance, or related field
  • CPA, CFA, or equivalent qualification is a plus

Compensation:
Salary: $125,000 – $145,000, Plus Bonus
 

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