Job Title: Finance Manager
Location: Boston, MA (Hybrid)
Compensation: $125,000–$145,000 Base + 20% Bonus
About the Role
A leading global investment organization is seeking a Finance Manager. This role offers broad exposure across investment teams and operational functions within a collaborative and entrepreneurial environment. The organization supports a wide range of strategies across private equity, credit, real assets, and growth-oriented investments, with a strong commitment to employee investment alignment. The ideal candidate combines technical accounting expertise with operational and strategic acumen, thriving in dynamic, multi-functional environments.
Key Responsibilities
-
Oversee and review annual tax books for investment partnerships, coordinating with internal and external tax advisors.
-
Manage operational and administrative processes, including cash management, capital calls, distributions (cash & stock), reconciliations, valuations, compliance reporting, and tax withholding analysis.
-
Perform or review analyses and documentation related to partnership and portfolio activity (sales, new investments, allocations, deal structures).
-
Support investor interactions, including onboarding, policy matters, reporting, and ad-hoc inquiries.
-
Collaborate with internal teams and external service providers on projects, process enhancements, and strategic initiatives.
-
Partner with peer managers to improve efficiencies and mentor junior team members.
-
Ensure accuracy and compliance in all financial reporting and operational activities.
-
Support additional finance responsibilities and project work as assigned.
Key Qualifications
-
6–8+ years of accounting experience within the financial services industry, with strong investment accounting and partnership experience.
-
Bachelor’s degree in Accounting, Finance, or related field; CPA and/or Master’s degree preferred.
-
Proven experience managing direct reports and mentoring junior team members.
-
Advanced Excel and MS Office skills, with strong analytical and organizational capabilities.
If interested, please apply here or email Devin Callahan at [email protected]
#LI-DC1
#LI-HYBRID