Associate/Senior Finance Associate - Private Credit

Landing Point; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Landing Point is seeking a finance professional to support the CFO and manage finance responsibilities for its Private Credit strategy. The role focuses on understanding private credit investments, preparing financial reporting, and coordinating with external accountants to ensure accurate Fund accounting.

Ideal candidates have 1–3 years in investment advisory or public accounting, a bachelor’s degree in accounting or finance, strong Excel skills, and a CPA/CFA or equivalent qualification is a

Qualifications

• 1–3 years experience in Investment Advisor or public accounting
• Bachelor’s degree in accounting or finance
• CPA/CFA or equivalent qualification preferred

Responsibilities

• Support the CFO for Private Credit finance needs
• Understand complex investment structures and tax, legal, and book implications for funds
• Assist in fundraising requests from prospective and information requests from investors
• Review fund returns and investor reporting materials
• Review quarterly and annual fund financial statements including management fee payments and carried interest allocations
• Manage year-end audit process and liaise with outside accountants
• Perform analytical review of quarterly balance sheets and income statements
• Review capital call and distribution activity

Skills

Excel

Financial analysis

Education

Bachelor's degree in accounting or finance

CPA or CFA (preferred)

Job description

Company Overview:

A leading global private investment firm with approximately $225 billion in assets under management is seeking a finance professional to join their Private Credit strategy team. The role involves supporting the CFO and managing finance responsibilities for the Private Credit strategy.

Job Responsibilities:

• Gain overall understanding of Credit business with focus on Private Credit
• Provide support to CFO for all Private Credit finance needs
• Understand complex investment structures and work through tax, legal, and book implications for funds
• Assist in fundraising requests from prospective and information requests from current investors
• Review fund returns and investor reporting materials
• Review quarterly and annual fund financial statements including management fee payments and carried interest allocations
• Manage year-end audit process and maintain close interaction with outside accountants
• Perform analytical review of quarterly balance sheets and income statements
• Review capital call and distribution activity

Qualifications:

• 1-3 years' experience at an Investment Advisor and/or public accounting role
• Relevant work experience in private credit or other fixed income asset classes a plus
• Strong Excel skills
• Four-year college degree with a major in accounting, finance or related degree required
• CPA, CFA or equivalent qualification a plus

Compensation:

Salary: $80,000 - $110,000, Plus Bonus