Finance Associate – Boston, MA
A leading global investment organization is looking to add an entry level Finance Associate to its Partner Investments group. This role works closely with senior partners and supports financial reporting, treasury activity, and investment operations across a broad portfolio of alternative investments. The position provides meaningful exposure to private markets and frequent interaction with internal finance, tax, legal, compliance, and investment teams.
This is a hybrid role, offering a base salary range of $70,000–$75,000.
Key Responsibilities
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Prepare and analyze quarterly fair value reports, liquid fund summaries, hedge fund performance materials, and other investment-related reporting
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Manage the team’s shared inbox and act as a key liaison with external fund managers and administrators
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Support treasury activities, including weekly investment wires, IRA-related cash movements, and liquidity transactions
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Assist with onboarding new investments by tracking commitments, preparing subscription materials, and setting up investments within internal systems
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Reconcile monthly capital activity and coordinate with accounting teams to ensure data accuracy
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Provide guidance and day-to-day support to junior team members as needed
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Partner cross-functionally with internal groups including finance, tax, legal, HR, compliance, and IT
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Contribute to process enhancements, reporting improvements, and special projects
Qualifications
- Bachelors degree in Accounting or Finance
- 0–2 years of experience in accounting or finance, ideally within financial services
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Foundational understanding of investments and alternative asset classes
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Strong Excel skills and proficiency with Microsoft Office
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Highly organized with strong attention to detail and time management skills
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Ability to manage multiple priorities in a fast-paced environment
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Sound judgment, initiative, and problem-solving capabilities
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Clear, professional communication skills and comfort working with senior stakeholders
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Discretion in handling sensitive and confidential information
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Genuine interest in the operational and financial aspects of alternative investments
For immediate consideration, please email your resume to Ellie Boyd at [email protected].
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