Investment Analyst​/Accountant

Investment Analyst

Salary: $60,000 - $93,000

Our client, a continuous growth organization, is currently seeking an Investment Analyst to join their team.

What is exciting for an Investment Analyst to know about this opportunity:

• Our client is one of the largest and most respected organizations in New England.
• Their environment offers flexibility and promotes work-life balance and 4 weeks’ vacation to start!
• Work for a manager who has a very collegial mindset – for someone who is motivated and detailed oriented they will benefit from the opportunity to learn from a manager with solid skills who has a background formerly from Big4 public accounting.
• Opportunity to work closely with the Executive Leadership Team.
• Growing environment.
• Great opportunity for someone who thrives in a fast-paced environment that presents challenge to help grow your skill set.
• Team has never missed a deadline and are proud of it! Cohesive team with a good balance of sharing ideas.

About the Investment Analyst role:

• Monthly and quarterly investment reconciliations and reporting for both the long-term portfolio and operating investments.
• Financial reporting of the investments.
• Analytical oversight of direct investments.
• The Investment Analyst collaborates across Finance, Accounting, Treasury and external managers/custodians to ensure data integrity, timely close.
• Reconcile investment management statements.
• Additional duties as assigned.

Preferred Qualifications of the Investment Analyst

• BS Accounting/Finance/Economics
• 2-3 years of Investment Accounting experience.
• Proficient in MS Excel

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2026