Senior Finance Associate - Alternative Investment Firm in Boston

Daley and Associates

Boston, MA

JOB DETAILS
SALARY
$100,000–$120,000 Per Year
SKILLS
Accounting, Accounting Policies, Analysis Skills, Cash Management, Corporate Tax, Cross-Functional, Finance, Financial Audit, Financial Reporting, Investment Accounting, Leadership, Legal, Mentoring, Operational Strategy, Process Improvement, Public Accounting, Real Estate, Reconciliation, Strategic Planning, Tax Accounting, Tax Regulations, Tax Reporting, Team Player, Venture Capital
LOCATION
Boston, MA
POSTED
30+ days ago

Senior Finance Associate - Alternative Investment Firm in Boston


A leading global alternative investment firm with more than $100B AUM is looking to add to its finance team.

This is a highly visible opportunity to join a lean, collaborative group that sits at the center of a sophisticated investment platform spanning private equity, credit, venture capital, public equity, and real estate. The team oversees the operational, accounting, tax, and reporting functions tied to a complex investment portfolio, offering exposure across virtually every business line within the organization.

The role is ideal for someone who wants to move beyond a siloed accounting seat and gain broad exposure to complex investment structures, senior leadership, and cross-functional initiatives in a fast-paced institutional environment.

Responsibilities:

  • Managing quarterly and year-end accounting and reporting processes for multiple investment entities
  • Reviewing annual tax basis books, K-1 activity, and coordinating with internal/external tax teams and fund administrators
  • Monitoring daily portfolio activity, including capital calls, distributions, and investment transactions
  • Overseeing fund administration activities such as cash management, reconciliations, withholding analysis, and investor reporting
  • Partnering with professionals across finance, legal, tax, compliance, HR, IT, and investment teams on operational and strategic initiatives
  • Supervising and mentoring junior staff while helping improve processes and infrastructure across the group
Requirements: 
  • Bachelor's degree
  • 3+ years of accounting experience with investment companies with tax exposure, and/or public accounting with either audit or tax experience
  • Solid understanding of investment partnerships

$100K - $120K base salary, dependent on experience

If you are interested, please apply directly and send your resume to Cassidy Sullivan at csullivan@daleyaa.com! 

#LI-CS1

 

About the Company

D

Daley and Associates

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/