Financial Analyst

COMPANY OVERVIEW:

This company is a global alternative investment firm that is currently managing capital dedicated to growth equity, fixed income and public equity opportunities. The firm invests across growth sectors of the global economy and has invested in hundred of companies in technology, healthcare, life sciences and other growth industries. These companies have completed numerous public equity offerings, and many have been acquired through strategic mergers and sales. The firm maintains offices in Boston, Menlo Park, London and Luxembourg, and invests in companies around the world. The firm has a strong culture and its professionals are widely respected for their integrity, collegiality and personable approach to working with each other and with management teams.

POSITION SUMMARY: As a critical member of the Finance Team, you will be responsible for matters related to a portfolio of employee co-invest funds as well as being involved in fundraising and investor related materials. Specifically, responsibilities would include:

  • Assist with preparation of materials used for fundraising

  • Assist with preparation of quarterly investor presentations

  • Preparation of all accounting, reporting and compliance of a select group of employee co-invest funds

  • Coordinate with Manager the preparation of year-end financials with the firm's outside auditor

  • Cash monitoring and reconciliation with bank

  • Ad hoc financial projects within Finance Team


SKILLS:

  • Professional individual with solid communication skills and energetic attitude

  • Ability to prioritize several tasks at one time and meet tight deadlines

  • Ability to interact with Senior Management

EDUCATION AND RELEVANT EXPERIENCE:

  • 2-4 years big four public accounting experience preferred

  • CPA preferred

  • Strong GAAP financial reporting experience

  • Strong knowledge of Excel, Word, PowerPoint, etc.

  • Investran experience a plus

  • Excellent verbal and writing skills

  • Bachelors in Accounting

SALARY: Very competitive compensation commensurate with experience and excellent benefits

Investment Office Portfolio Specialist

Controller