Daley And Associates, LLC
Senior Associate – Fund Finance and Portfolio Management (150K) - 27402
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Senior Associate – Fund Finance and Portfolio Management (150K) - 27402Senior Associate – Fund Finance and Portfolio Management (150K) - 27402 1 day ago Be among the first 25 applicants
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Senior Associate – Fund Finance and Portfolio Management
Is this your next job Read the full description below to find out, and do not hesitate to make an application.
Location:
Boston, MA
A dynamic, fast-growing investment firm is seeking a highly motivated and analytical Senior Associate to join its Fund Finance and Portfolio Management team. This role offers significant responsibility and broad exposure, ideal for someone eager to accelerate their professional growth in a collaborative environment with a hands-on leadership team.
Key Responsibilities:
Lead quarterly portfolio valuation analysis and track operational performance metrics Collect, analyze, and model financial and operational data to support decision-making Assist with fundraising activities and investor relations through reporting and analysis Prepare key performance reports and support weekly internal reviews Identify opportunities to improve processes, tools, and reporting systems, including dashboards and visualizations Collaborate closely with finance and leadership teams to shape data management and business insights
Qualifications:
Bachelor’s degree in Finance, Data Science, or related field, or equivalent practical experience Strong communication and interpersonal skills Experience in private equity, venture capital, or a related investment environment working with portfolio data and management Excellent problem-solving ability and sound business judgment Proficiency in financial modeling, reporting, and presentation tools; familiarity with Excel, Salesforce/CRMs, Tableau, and SQL is a plus
This is an excellent opportunity for a self-starter who thrives in an entrepreneurial setting, embraces diverse projects, and wants to partner closely with senior leadership to make a meaningful impact.
If you are interested in this opportunity, please reach out to
Kyle Archer
directly at
karcher@daleyaa.com
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC by 2x Get notified about new Senior Finance Associate jobs in
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Is this your next job Read the full description below to find out, and do not hesitate to make an application.
Location:
Boston, MA
A dynamic, fast-growing investment firm is seeking a highly motivated and analytical Senior Associate to join its Fund Finance and Portfolio Management team. This role offers significant responsibility and broad exposure, ideal for someone eager to accelerate their professional growth in a collaborative environment with a hands-on leadership team.
Key Responsibilities:
Lead quarterly portfolio valuation analysis and track operational performance metrics Collect, analyze, and model financial and operational data to support decision-making Assist with fundraising activities and investor relations through reporting and analysis Prepare key performance reports and support weekly internal reviews Identify opportunities to improve processes, tools, and reporting systems, including dashboards and visualizations Collaborate closely with finance and leadership teams to shape data management and business insights
Qualifications:
Bachelor’s degree in Finance, Data Science, or related field, or equivalent practical experience Strong communication and interpersonal skills Experience in private equity, venture capital, or a related investment environment working with portfolio data and management Excellent problem-solving ability and sound business judgment Proficiency in financial modeling, reporting, and presentation tools; familiarity with Excel, Salesforce/CRMs, Tableau, and SQL is a plus
This is an excellent opportunity for a self-starter who thrives in an entrepreneurial setting, embraces diverse projects, and wants to partner closely with senior leadership to make a meaningful impact.
If you are interested in this opportunity, please reach out to
Kyle Archer
directly at
karcher@daleyaa.com
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC by 2x Get notified about new Senior Finance Associate jobs in
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