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Details
  • Location: Boston MA
  • Type: Perm
  • Job #23161

Company Overview:
A leading global private investment firm with approximately $185 billion in assets under management is seeking a Finance Associate to join their Tech Opportunities team. This role will support the growth and expansion of technology businesses through strategic and operational resources.

Job Responsibilities:

  • Manage relationship with third-party administrator for quarterly reporting and annual financial statement audit
  • Review quarterly management fee and carried interest calculation
  • Oversee cash flow management, capital calls, and cash and stock distributions
  • Review and analyze portfolio company financials for quarterly portfolio review meetings
  • Collaborate with the investment team on quarterly portfolio company valuations
  • Respond to requests and inquiries from limited partners
  • Work with Investor Relations on presentation materials, investor website content, and fundraising documents
  • Document investment transactions and collaborate with deal staff and outside advisors on deal closings
  • Analyze fund activities to ensure compliance with partnership agreements
  • Assist the CFO and Senior Finance Associate on projects to enhance team and firm productivity

Qualifications:

  • 2-3 years in Public or Private Accounting with related experience
  • CPA or MBA preferred
  • Bachelor’s Degree in Finance or Accounting from a four-year college/university
  • Outstanding Excel and PowerPoint skills

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