Job Overview – Finance Associate (Hybrid):
Compensation: $80,000 – $90,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Finance Associate (Hybrid) for our client in Boston, MA. This role is ideal for a detail-oriented accounting and finance professional with experience in financial reporting, fund accounting, portfolio analysis, and investor relations. You will support quarterly financial reporting, tax compliance, capital management, and valuation analysis, collaborating with internal teams and external advisors to enhance financial processes and operational efficiency.
Responsibilities as the Finance Associate:
- Financial Reporting & Audit: Assist in preparing US GAAP statements and coordinating audits.
- Tax Compliance & Fund Accounting: Support tax book preparation and assess investment impacts.
- Capital & Cash Flow Management: Oversee capital calls, stock distributions, and cash tracking.
- Portfolio Analysis & Valuations: Review financials, assist in valuations, and prepare reports.
- Investor Relations Support: Manage partner inquiries, fundraising materials, and portal updates.
- Transaction Support & Compliance: Assist with deal transactions, closings, and regulatory compliance.
Qualifications for the Finance Associate:
- Education: Bachelor’s degree in Finance, Accounting, or a related field required.
- Experience: 1-3 years in public accounting (audit or tax) or an in-house accounting/finance role, preferably within alternative investments.
- Technical Proficiency: Strong skills in Excel and PowerPoint, with experience in Microsoft Access as a plus.
- Skills & Attributes: Excellent project management, organizational skills, and attention to detail, with the ability to prioritize multiple projects effectively.
- Industry Knowledge: Understanding of investment fund structures, tax implications, and financial reporting standards.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.