Senior Finance Associate: Investment/Asset Management Firm

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Job description

This is a tremendous opportunity for someone who has experience with FP&A and budgeting within a mutual fund company, asset manager or custody provider!

If you want to join a dynamic firm where you will learn, gain exposure to all areas of the business and work directly with the CFO and Controller within a high successful 150-person global asset manager, then consider learning more about this opportunity.

This is a unique opportunity for someone with 2-6 years of experience working within finance and accounting at an investment firm who is looking to partner with the CFO and Controller, would like to work within a smaller and less siloed finance team, have the chance to be part of a firm that is going to experience tremendous growth in finance over the coming year (opportunity to have a staff) and be part of a solid, stable and well-established firm with over $500 billion in AUM.

This company offers an exceptional overall compensation! Base salary is commensurate with experience. $85K-$100K+, 20% bonus, 10% profit sharing, 4% 401(k) match and 100% of all health and medical benefits paid for by the firm. This company is currently working remotely. The work life balance is exceptional and the people within this firm are collaborative, genuine, down to earth and talented! The position will provide high visibility within the organization and offer tremendous growth potential at a firm that truly values their employees!

Senior Finance Associate:

Responsibilities:

Assisting the finance group with projects requiring research, data compilation, and analysis to support planning and decision making, including P&L forecasts, budgeting etc.

Fund accounting reconciliations, communication with fund administrators and custodians and managing of investor reporting deadlines

Preparation and review of client and internal reporting, including compilation, research, and analysis

Collaborating with members of the finance, performance, and operations teams to improve automation and streamlining of processes and tasks

Identify improvement opportunities in processes and systems

Assisting with audit and compliance requests

Maintaining internal controls and thorough documentation of policies and procedures

Adhere to firm's operational policies, practices, and procedures

Requirements:

• Bachelor's degree or equivalent and 2+ years of experience in financial services, alternative investments, asset management or public accounting
• Knowledge of finance and accounting principles, practices, and reporting
• Solid working knowledge of Excel; experience with macros, database queries and database reports preferred
• Experience with SQL queries preferred, but not required
• Knowledge of and experience with research and data analysis preferred
• Interest in automation and process improvements preferred

Strengths and Competencies:

• Attention to detail and accuracy
• Planning and organizing (deadline-oriented)
• Problem analysis and problem-solving skills
• Initiative to work independently but the ability to work well within a team-based environment
• Excellent communication skills

To learn more about this company and position, contact Jim Langan, Managing Director, Investment and Financial Services Division at Fenway Search Group: or phone at (cell/text)