Finance Manager

One of the world’s leading private multi-asset alternative investment firms, headquartered in Boston, is hiring a Finance Manager to join the group. The team consists of 15 individuals responsible for the operational, accounting, tax, and reporting aspects of the portfolio.

The Finance Manager will contribute to the team in a leadership role across a number of areas of responsibility including managing the accounting and operations of various partnerships, taking the lead on certain non-accounting functional areas and processes, and participating in team planning and development.  Significant responsibilities include:

  • Oversight and review of partnerships’ annual tax books including consultation with internal and external tax advisors.
  • Oversight and review of the operations and administrative activity of the partnerships, including cash management, capital calls, cash and stock distributions, quarterly custody procedures, monthly cash reconciliations, compliance reporting, tax withholding analysis and valuations
  • Perform or oversee the analysis and documentation of various partnership level and portfolio activity such as sale transactions, new investments, partner allocations and deal structures
  • Interaction with investors and certain internal departments within the context of the program, including onboarding investors, addressing policy matters, overseeing investor reporting, and responding to ad-hoc inquires
  • Work with various levels across the team, the firm, and third parties on various projects and ad-hoc requests
  • Collaboration with other managers on the team to drive initiatives, create efficiencies, and mentor junior team members

GENERAL QUALIFICATIONS

  • 7-10 years accounting or tax experience in the financial service industry with a solid understanding of investments and partnerships
  • Excellent project management and organizational skills; ability to effectively prioritize multiple projects with high attention to detail
  • Creative problem-solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
  • Team oriented and professional, with strong interpersonal skills and the capacity to interact with all levels
  • Entrepreneurial self-starter, ability to operate with limited supervision
  • Experience managing direct reports
  • Understands and enjoys the demands of a service environment
  • Ability to handle highly confidential and sensitive information
  • Advanced MS Office, particularly Excel

DESIRED BACKGROUND/EDUCATION

  • Bachelor’s Degree in Accounting or Finance, GPA of 3.25 + preferred
  • CPA and/or Master’s Degree preferred

Job ID: 9419

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