Job Description

We are seeking a creative problem-solver with great people skills for a Senior Finance Associate, Impact Investing opening at a Leading Alternative Investments Firm. This is a great opportunity for those who wish to make a meaningful impact in their job and contribute to deals that have a social and environmental impact in the Health, Education, and Sustainability sectors.

Company, Position & Team Highlights

• Build your brand with this highly visible position – Leading Alternative Investments Firm with a global presence
• Position is open due to continued growth with opportunities to grow both vertically and across teams
• The team’s main focus centers around investing in Health, Education & Workforce, and Sustainability investments, and the role’s main responsibilities include: collaborating with 3rd party admins on quarterly reporting and annual audits; working with the tax team, and preparing annual tax basis book for complex investment transactions (e.g., cash flow management, capital calls, cash / stock distributions); supporting the deals team by supporting valuations and preparing data for partner presentations; responding to requests from LPs and their representatives; working with Investor Relations for presentations, website info, and fundraising documents; and other interesting projects driven by the Impact Investing team
• Generous Compensation Package (Competitive Base + Annual Performance Bonus + Profit Sharing)
• Awesome company benefits: Variety of Healthcare Plans, Family Leave, 401k, PTO, Life Insurance, and more
• Flexible Hybrid work structure – 3 days in office / 2 days work from home
• Excellent company culture with top talent, supportive leadership, and a dynamic team in place

Qualifications

• Bachelor of Accounting, Finance, or Business Administration (required)
• 2+ years of public accounting experience – may come from audit, accounting, or tax (life sciences or alternative investments clients is plus)
• CPA (preferred, but not required)

Job Tags

Similar Jobs