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Details
  • Location: Boston MA
  • Type: Perm
  • Job #25534

Company Overview:
A leading global private investment firm with approximately $215 billion in assets under management is seeking a Finance Associate for their Partner Services Group. This role will focus on providing confidential, professional services to partners and internal investors.

Job Responsibilities:

  • Preparation of the Partner consolidated financial reporting package
  • Day-to-day responsibility and management of all credit facility processing and compliance
  • Reconciliation, summary, and set-up of accounts for IRAs, philanthropic, and credit purposes
  • Seek efficiencies and recommend enhancements to existing reporting and processing functions
  • Perform ad-hoc services such as mortgage underwriting assistance, bank/brokerage account opening, and ancillary service provider recommendations
  • Collaboration with team members on new initiatives and services

Qualifications:

  • New graduate to 2 years of finance, operations, or family office experience
  • Proficient in MS Office, particularly Excel
  • Familiarity with the financial service industry and a general understanding of investments
  • Bachelor's Degree in business, finance, or management

Compensation:
Salary: $70,000 – $75,000, Plus Bonus
 

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