Finance Director - Investment Management
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-10-18
Listing for:
Atlantic Group
Full Time
position Listed on 2026-10-18
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Compliance, Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
Finance Director – Investment Management
Schedule: Hybrid
Compensation: $160,000–$190,000 base + bonus + equity
Position OverviewA well-established investment management firm is seeking a Finance Director to join its Boston-based team. This individual will serve as a senior finance lead for a growing investment platform and will work closely with investment professionals and key business partners across the organization.
The position offers significant visibility and ownership and is well suited for an experienced asset management finance professional who enjoys working in a hands-on, fast-paced environment.
Responsibilities- Lead day-to-day finance activities for a growing investment platform
- Oversee NAV review, financial reporting, capital activity, consolidations, expense allocations, and cash management
- Support investment valuation and related reporting processes
- Partner with investment and portfolio management teams on ongoing financial matters
- Coordinate with legal, tax, compliance, accounting, and investment operations teams
- Manage relationships with external administrators, auditors, and other service providers
- Lead and coordinate year-end audit activities
- Develop and improve finance processes, controls, and reporting infrastructure
- Support a variety of private and alternative investment structures
- Review and interpret fund and investment documentation
- Handle complex and time-sensitive financial requests from senior stakeholders
- Identify opportunities to improve processes through technology, automation, and AI
- 12+ years of finance/accounting experience within asset management, investment management, alternative investments, or public accounting
- Strong understanding of fund finance and investment accounting
- Experience with NAVs, financial reporting, valuations, capital activity, and complex investment structures
- Strong knowledge of US GAAP
- Demonstrated leadership experience and ability to operate independently
- Experience working across multiple internal teams and external service providers
- Strong analytical and problem-solving capabilities
- Excellent communication and stakeholder-management skills
- Advanced Excel skills and experience with financial/accounting systems
- Bachelor's degree in Accounting, Finance, or related field
- Public accounting experience preferred
$160,000–$190,000 base salary, plus annual bonus and equity compensation.
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