SDL Search Partners · 1 hour ago
Associate - Financial Reporting, Asset Management
Boston, MA
Full-time
Hybrid
Mid Level
3+ years expSDL Search Partners is working with one of Boston's top Global Investment Management firms, seeking an Associate for their Financial Reporting team. This role involves overseeing transactions, processing distributions, and collaborating with the Investment Operations team on various projects.
Staffing & Recruiting
Hiring Manager
David Lewis
Responsibilities
Supervision and review of work as prepared by the offshore team
Responsible for transactions within blocker portfolio
Review and analysis of complex legal agreements as they pertain to the funds
Direct coordination and presentations for the Credit leadership team
Cross-departmental business partnering, including reporting for investor relations, portfolio management, tax, and legal teams
Responsible for reconciliations and preparation of distributions
Process improvement, involvement in systems integrations / upgrades
Ad hoc projects as they arise
Qualification
Required
Bachelor's Degree in Accounting/Finance and/or advanced degree
3+ years of experience within Investment Operations, or Public Accounting (Tax or Assurance)
Excellent analytical and communication skills
Interest in growth and professional development
Preferred
Big 4 experience is highly preferred
CPA is a plus
Benefits
Above market base pay
Strong bonus
Profit sharing plan
Hybrid work environment
Global company
Opportunities for growth and professional development
Great benefits and perks
Company
SDL Search Partners
SDL Search Partners is a woman-owned search firm that puts values and relationship first.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
David Lewis
Managing Partner
Sarah Dardeno
Managing Partner
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