<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. </p><p><br></p><p>The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. </p>
We are looking for a skilled Corporate Financial Planning & Analysis expert to join a leading private investment firm in Boston, Massachusetts. In this role, you will contribute to the firm's strategic and operational planning by providing financial insights, supporting budget processes, and assisting in multi-year forecasting. This position offers an opportunity to collaborate with key teams and make a meaningful impact on financial decision-making.<br><br>Responsibilities:<br>• Develop and maintain comprehensive budgets, forecasts, and long-term financial plans to support strategic business goals.<br>• Analyze and monitor financial performance throughout the year, ensuring alignment with organizational objectives.<br>• Collaborate with compensation, corporate finance, and accounting teams to ensure accurate financial reporting and analysis.<br>• Prepare and adjust journal entries to reconcile tax basis profit and loss statements with management basis P& L statements.<br>• Assist in creating and refining multi-year strategic plans, taking into account both current and anticipated business changes.<br>• Support ad hoc financial projects and initiatives, providing detailed analysis and actionable recommendations.<br>• Contribute to the continuous improvement of financial planning processes and tools.<br>• Provide insights and analysis to senior leadership to inform data-driven decision-making.
