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Ready to shape complex transactions for a leading investment management firm? Join our client's elite Transaction Services team in Boston as an Associate, Transaction Services , where you’ll provide technical accounting, financial reporting, and deal support for private credit and debt transactions. Reporting to the Head of Transaction Services, you’ll thrive in a flexible hybrid role (2 days/week onsite, flexible days), driving innovation in a high-impact environment.
Salary : Up to $175,000 (DOE, with flex potential for exceptional candidates) + 15% bonus and comprehensive benefits.
Location : Flexible hybrid role based in Boston, MA (local Boston-area candidates only, 2 days/week onsite in Back Bay, flexible days).
Note : The company is unable to sponsor candidates at this time.
Why Join Us?
- High-Impact Role: Support complex transactions across private credit, debt, and diverse asset classes.
- Flexible Hybrid Work: Enjoy a 2-day/week onsite schedule (flexible days) in vibrant Back Bay.
- Career Growth: Leverage your Big 4 expertise to drive deal structuring and financial reporting.
- Competitive Rewards: Earn up to $175,000 (with flex potential), a 15% bonus, and robust benefits.
- Collaborative Culture: Partner with investment and finance teams in a dynamic, innovative setting.
- Global Reach: Contribute to a firm managing a diverse portfolio with a focus on growth.
- Research and document technical accounting for complex transactions, including private credit, debt, and structured financing.
- Apply GAAP, IFRS, and statutory accounting standards to ensure accurate financial reporting.
- Prepare accounting policy memos and executive-level presentations for deal conclusions.
- Support deal structuring by reviewing contracts and providing accounting guidance during due diligence.
- Conduct consolidation assessments for new and existing legal entities and SPVs.
- Collaborate with investment professionals, corporate finance, and external auditors to streamline deal execution.
- Enhance financial reporting processes for accuracy and compliance across asset classes.
- Build strong partnerships across the organization to support transaction success.
- Experience: 8+ years in Big 4 or large national accounting firm (Manager/Senior Manager level) or technical accounting role in private industry; credit/debt industry expertise required.
- Education: Master’s degree in Accounting, Finance, or Business.
- Certifications: CPA required.
- Technical Skills: Deep expertise in GAAP, IFRS, and statutory accounting; experience with complex financial instruments (e.g., derivatives, securitization).
- Knowledge: Proven track record in private credit and debt transactions; consolidation expertise a plus.
- Skills: Exceptional communication and interpersonal skills to engage technical and non-technical stakeholders.
- Mindset: Collaborative, analytical, and thrives in a fast-paced, deal-driven environment.
- Location: Local to the Boston area for flexible hybrid work (2 days/week onsite).
Join an investment management leader where your expertise will drive deal excellence! Submit your resume to Kyle Emery at today. Don’t miss this chance to thrive in a dynamic, high-impact role!
KBW789
Ready to shape complex transactions for a leading investment management firm? Join our elite Transaction Services team in Boston’s Back Bay as an Associate, Transaction Services , where you’ll provide technical accounting, financial reporting, and deal support for private credit and debt transactions. Reporting to the Head of Transaction Services, you’ll thrive in a flexible hybrid role (2 days/week onsite, flexible days), driving innovation in a high-impact environment.
Salary : Up to $175,000 (DOE, with flex potential for exceptional candidates) + 15% bonus and comprehensive benefits.
Location : Flexible hybrid role based in Boston, MA (local Boston-area candidates only, 2 days/week onsite in Back Bay, flexible days).
Note : The company is unable to sponsor candidates at this time.
Why Join Us?
- High-Impact Role: Support complex transactions across private credit, debt, and diverse asset classes.
- Flexible Hybrid Work: Enjoy a 2-day/week onsite schedule (flexible days) in vibrant Back Bay.
- Career Growth: Leverage your Big 4 expertise to drive deal structuring and financial reporting.
- Competitive Rewards: Earn up to $175,000 (with flex potential), a 15% bonus, and robust benefits.
- Collaborative Culture: Partner with investment and finance teams in a dynamic, innovative setting.
- Global Reach: Contribute to a firm managing a diverse portfolio with a focus on growth.
- Experience: 8+ years in Big 4 or large national accounting firm (Manager/Senior Manager level) or technical accounting role in private industry; credit/debt industry expertise required.
- Education: Master’s degree in Accounting, Finance, or Business.
- Certifications: CPA required.
- Technical Skills: Deep expertise in GAAP, IFRS, and statutory accounting; experience with complex financial instruments (e.g., derivatives, securitization).
- Knowledge: Proven track record in private credit and debt transactions; consolidation expertise a plus.
- Skills: Exceptional communication and interpersonal skills to engage technical and non-technical stakeholders.
- Mindset: Collaborative, analytical, and thrives in a fast-paced, deal-driven environment.
- Location: Local to the Boston area for flexible hybrid work (2 days/week onsite).
Join an investment management leader where your expertise will drive deal excellence! Submit your resume to Kyle Emery at today. Don’t miss this chance to thrive in a dynamic, high-impact role!
KBW789
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing and FinanceIndustries
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