Acadian Asset Management · 4 weeks ago
Operations Analyst – Portfolio Control
Boston, MA
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $75K/yr
2+ years expAcadian Asset Management is a global, systematic investment manager specializing in data-driven investing. The Operations Analyst in the Portfolio Control team will oversee fund-operations oversight, fund administration, portfolio accounting, and tax reporting for client assets under management.
Asset ManagementFinanceFinancial Services
Responsibilities
Fund Oversight — Oversee portfolio accounting, custody, and middle-office functions. Ensure the accuracy of market values and review performance. Foster strong relationships with custodians, the middle office, and brokers to ensure proper attention to and maintenance of client accounts. Reconcile proxy-voting reports and address inquiries from external and internal parties
New Account Startup/Onboarding — Prepare documentation to complete custodian welcome packages, complete internal system setups, and act as a liaison between stakeholders
Fund Administration— Oversee fund payments, process invoices, set budgets, and handle daily accruals. Prepare regulatory, compliance, and tax filings; research and resolve breaches. Collaborate with external auditors and banks to finalize audited financial statements
Market Documentation — Open markets for funds and maintain all local market/compliance documentation throughout the life of the fund
Tax Reporting — Respond to client inquiries regarding taxes; facilitate K-1 and Canadian tax filings, Form 5500, and other tax reporting
Operational Strategy — Identify and implement strategies to optimize costs, enhance efficiency, and deliver value across the firm. Continuously assess and strengthen operational processes, controls, and governance
Qualification
Required
Bachelor's degree with strong academic performance
At least 2 years of relevant experience in the investment industry
Strong organizational, interpersonal, and analytical skills with a proven ability to manage multiple priorities across daily tasks and long-term projects
Self-starter; highly motivated and driven individual with a strong work ethic and integrity
Ability to work flexible hours, as required
Understanding of international market documentation, trading requirements, tax and audit principles, and account-onboarding processes
Proficiency in advanced Excel functions (VLOOKUP, PivotTables); experience with SQL and CRM platforms (e.g., Salesforce)
Experience with U.S. and Canadian tax reporting (e.g., K-1s, T3s) and audited financial statements
Benefits
Discretionary incentive compensation
Comprehensive benefits program
Health
Retirement
Wellness offerings
Company
Acadian Asset Management
Acadian Asset Management LLC is an investment adviser headquartered in Boston, Massachusetts.
201-500 employees
H1B Sponsorship
Acadian Asset Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (11)
2022 (17)
2021 (9)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$375M2025-10-28Post Ipo Debt· $375M
2014-10-10IPO
Leadership Team
Kelly Young
Chief Executive Officer
Brian Buzzelli
SVP, Head of Data Governance
Recent News
Business Wire
2025-12-02
2025-11-01
Company data provided by crunchbase