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Finance Associate

Boston, MA, United States

To Apply for this Job Click Here

Finance Associate

Small Investment Management/Advisory firm in Boston is seeking a Finance Associate. The role will be a blend of operations and client services functions.

Duties :

Client support including requests, reports, and transactions

Evaluate, document and manage fund operating expenses

Assist with compliance and reporting

Track and monitor payments

Research finance discrepancies in accounts

Update client account changes/transfers

Other operational support duties as needed

Qualifications :

Bachelor's degree

3+ years of relevant experience

Experience in investment performance reporting is a plus!

FT1377278AM_1719343767

To Apply for this Job Click Here

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