Portfolio Analyst (Hybrid, 2-3 days in office)
A global investment management firm, located in Boston, is actively seeking a 2-4+ year audit or tax professional to join their growing team. Financial services (PE, VC, Hedge fund) client experience required and CPA is strongly preferred. This is a hybrid position offering a competitive compensation package and a lot of room for career growth. If you’re interested in the Portfolio Analyst role, please keep reading.
Responsibilities and Qualifications:
- Responsible for tracking files for all active funds and investments
- Supporting annual audit process
- Assist with fundraising support
- Responsible for quarterly financial statement review and reporting on quarterly earnings calls
- 2-4+ years of audit or tax experience
- Financial Services clients required (PE, VC, Hedge fund etc.)
- CPA strongly preferred
- Bachelor’s Degree in Accounting, Finance or related field
- Exceptional Excel skills
- Must be willing to work on a hybrid schedule in Boston
This is a full-time position that is offering a competitive compensation package (base+ bonus potential), a lot of room for career growth and a hybrid schedule. If you’re interested in the Portfolio Analyst role, please submit your resume to Hali Siegel at [email protected].
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