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Cash Flow Analyst

Job in Needham, Norfolk County, Massachusetts, 02492, USA
Listing for: Daley And Associates, LLC
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

Cash Flow Analyst at a global asset management company with a location in Needham, MA 02494. The ideal candidate will have 2+ years of fund accounting/operations experience in the financial services and/or asset management industries.

This role is temporary (est. 12 months).

On-site 4 days per week. Starts February 18, 2026.

Responsibilities
  • Monitor cash flows, daily expenses, collateral holdings, and income receivables for client portfolios
  • Settle trades and foreign exchanges
  • Process securities and cash transactions
  • Daily and monthly client reporting
  • Research and report variances and incorrect holdings
  • Monitor futures and options within client portfolios, ensuring swaps reported correctly
  • Use Bloomberg to research portfolio discrepancies
Qualifications
  • Bachelor’s Degree (preferably in Finance)
  • 2+ years of fund accounting/operations experience in the financial services and/or asset management industry(s)
  • Team player with a strong focus on getting the job done within established strict time frames
  • Knowledge of MS Office applications and spreadsheet proficiency

Pay Rate:
Between $30.00-$40.00 within a 40-hour work week.

For immediate consideration, interested and qualified candidates please forward updated resume in a Word document to:

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