Senior Associate – Private Markets Analytics & Reporting

Senior Associate – Private Markets Analytics & Reporting
Boston, MA | Hybrid

A leading alternative investment management firm is seeking a Senior Finance Associate to join a growing analytics and reporting team. This position offers a unique opportunity to combine accounting, finance, reporting, data analytics, and process improvement responsibilities within a collaborative and highly visible environment.

The ideal candidate will have a strong accounting or fund accounting foundation, an analytical mindset, and an interest in leveraging data and technology to improve reporting and business processes.

Responsibilities

* Support recurring and ad hoc reporting requests for internal and external stakeholders

* Analyze financial, operational, and investment-related data to deliver meaningful insights

* Prepare reporting packages, dashboards, and analytical deliverables for various business partners

* Identify opportunities to automate manual processes and improve reporting efficiency

* Assist with the development and enhancement of reporting tools and business intelligence solutions

* Partner with Finance, Operations, Technology, and Investor Relations teams on strategic initiatives

* Support data quality, reporting accuracy, and documentation efforts

* Participate in process improvement and automation projects across the organization

Qualifications

* 2+ years of experience in fund accounting, public accounting, financial reporting, analytics, or a related finance function

* Bachelor’s degree in Accounting, Finance, Economics, or a related field

* Strong Excel skills required

* Excellent analytical and problem-solving abilities

* Ability to communicate effectively with both technical and non-technical stakeholders

* Highly organized with strong attention to detail

* Experience with Power BI, SQL, Python, Alteryx, or other reporting tools is a plus

* Exposure to alternative investments, private equity, fund accounting, or asset management is preferred

* CPA, CPA candidate, CFA, or progress toward a professional designation is a plus

What You’ll Gain

* Exposure to a wide range of business functions across a sophisticated investment organization

* Opportunity to work on highly visible reporting and analytics initiatives

* Hands-on involvement with process improvement and automation efforts

* Strong mentorship and long-term career growth potential

* Collaborative team environment with significant responsibility and ownership

Compensation & Benefits

* Base salary up to $100,000

* Annual performance bonus

* Best-in-class benefits package

* Hybrid work arrangement

This is an excellent opportunity for an accounting or finance professional looking to expand into analytics, reporting, and technology-driven initiatives within a dynamic investment management environment.

Interested in learning more?
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