Investment Finance Associate – Investment Operations

Job Description

Investment Finance Associate | Private Equity

The Tone:
This is a full-time role at Private Equity, located in Boston, MA, with a hybrid work environment. The company is a highly respected investment organization focused on managing financial assets and growing its portfolio. This role is crucial for an early-career professional to gain hands-on experience in investment operations, financial reporting, and strategic initiatives, directly contributing to the finance function’s efficiency and technology enhancements.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Boston, MA

• Mission: To provide hands-on support in investment operations, financial reporting, and strategic projects while driving process improvement and technology adoption within the finance function.
• Tech Stack: Microsoft Office, Excel

What You’ll Actually Do
• Report: Support financial reporting, month-end activities, and audit processes.
• Analyze: Evaluate investment portfolios, business performance, and financial results.
• Manage: Assist with capital activity, cash management, and investment transactions.
• Present: Prepare presentations and reporting for senior leadership and key stakeholders.
• Innovate: Identify opportunities to improve processes through automation and contribute to technology-focused finance projects.

The Must-Haves
• Background: Bachelor’s degree in Accounting or Finance.
• Experience: 1–3 years of experience in public accounting, corporate finance, or a related field.
• Skills: Strong analytical and problem-solving abilities; Advanced Excel skills; Excellent organizational skills with the ability to manage multiple priorities; Strong communication skills.