Financial Analyst- Asset Management jobs in United States
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Coda Search│Staffing · 1 week ago

Financial Analyst- Asset Management

positionBoston, MA
timeFull-time
remoteOnsite
seniorityMid Level
money$85K/yr - $115K/yr
date3+ years exp

Coda Search is a global asset management firm based in Boston, MA, seeking a Financial Analyst to manage budgeting and forecasting for various fund structures. The role involves ensuring proper booking and reporting, handling treasury audits, and assisting in board reporting.

ConsultingRecruitingStaffing Agency

Responsibilities

Responsible for the budgeting and forecasting of expenses, allocations, management fees, and reporting for its mutual funds, ETF's and other fund structures
Point of contact for its fund administrator ensuring proper booking and reporting on a monthly and quarterly basis
Responsible for treasury audits and assisting in the board reporting package

Qualification

Accounting experienceFinancial analysisExcelMutual fundsETFsAttention to detailCommunication skills

Required

3 years of experience in accounting or finance at an investment firm or public accounting firm
Knowledge of mutual fund, ETFs or Private Fund structures
Strong attention to detail
Excel skills
Strong communication skills

Company

Coda Search│Staffing

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At Coda, we believe the best way to serve our clients is through an inclusive and personalized approach. We’re not order-takers, we’re consultants.
dateFounded in 2011
location
New York, New York, USA
people-size51-200 employees
web-link
https://codarecruitment.com

Funding

Current Stage
Growth Stage

Leadership Team

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Linh Nguyen
Chief Operating Officer
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