Finance Manager – Boston, MA (Hybrid)
A leading private investment firm based in Boston is searching for a Finance Manager to join its team. This position provides the opportunity to work closely with a variety of investment groups and internal operational partners in a fast-paced, highly collaborative environment. The firm manages strategies spanning private equity, credit, real assets, and growth investments
This is a full-time, hybrid opportunity (3 days in-office) offering a base salary of $125,000–$145,000 + 20% bonus.
Primary Responsibilities
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Lead the review and oversight of annual tax books for a group of investment partnerships, working closely with internal teams and external tax advisors.
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Manage key operational and administrative activities, including cash management, capital calls, cash and stock distributions, valuations, reconciliations, compliance reporting, and tax withholding reviews.
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Analyze and document various partnership and portfolio-level transactions such as dispositions, new investments, partner allocations, and deal structures.
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Engage with investors on onboarding, policy questions, reporting requirements, and ad-hoc requests.
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Collaborate with internal departments and third-party partners on process improvements, special projects, and cross-functional initiatives.
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Work alongside fellow managers to streamline processes and help develop and support junior team members.
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Maintain a high level of accuracy and compliance across financial reporting and operational workflows.
Qualifications
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6+ years of accounting or tax experience in the financial services sector, ideally with strong exposure to investment and partnership accounting.
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Bachelor’s degree in Accounting, Finance, or a related discipline; CPA or master’s degree strongly preferred.
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Demonstrated experience leading or mentoring staff.
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Strong Excel and MS Office skills, with excellent attention to detail and the ability to manage multiple priorities effectively.
If you are interested, please send your resume to Ellie Boyd at [email protected]
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