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Financial Analyst- Asset Management
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-22
Listing for:
Coda Search│Staffing
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Global asset management firm based in Boston, MA is looking for a financial analyst to be responsible for the budgeting and forecasting of expenses, allocations, management fees, and reporting for its mutual funds, ETF's and other fund structures. The role with be the point of contact for its fund administrator ensuring proper booking and reporting on a monthly and quarterly basis.
The role will also be responsible for treasury audits and assisting in the board reporting package.
Successful candidate will have 3 years of experience in accounting or finance at an investment firm or public accounting firm with knowledge of mutual fund, ETFs or Private Fund structures. Strong attention to detail, Excel and communication are required.
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