Finance Director - Investment Management

Atlantic Group; Boston (MA); Hybrid; USD 160,000 - 190,000; Full time

Job summary

Atlantic Group in Boston seeks a Finance Director to lead finance for its investment platform, providing hands-on ownership in a fast-paced asset management environment. The role requires deep knowledge of US GAAP and fund finance and offers visibility with senior stakeholders.

Responsibilities include NAV review, financial reporting, capital activity, and coordination with auditors and external service providers. Equity components accompany a strong base salary.

Qualifications

• 12+ years of finance/accounting experience in asset management, investment management, alternative investments, or public accounting.
• Strong knowledge of US GAAP and fund finance.
• Experience with NAVs, financial reporting, valuations, capital activity.
• Leadership experience and ability to operate independently.
• Excellent communication and stakeholder-management skills.

Responsibilities

• Lead day-to-day finance activities for a growing investment platform.
• Oversee NAV review, financial reporting, capital activity, consolidations, expense allocations, and cash management.
• Support investment valuation and related reporting processes.
• Partner with investment and portfolio management teams on ongoing financial matters.
• Coordinate with legal, tax, compliance, accounting, and investment operations teams.
• Manage relationships with external administrators, auditors, and other service providers.
• Lead and coordinate year-end audit activities.
• Develop and improve finance processes, controls, and reporting infrastructure.
• Support a variety of private and alternative investment structures.

Skills

Leadership

Stakeholder management

Analytical thinking

Advanced Excel

Communication

Problem solving

Education

Bachelor's degree in Accounting/Finance

Tools

Financial accounting systems

Job description

Finance Director – Investment Management

Schedule: Hybrid

Compensation: $160,000–$190,000 base + bonus + equity

Position Overview

A well-established investment management firm is seeking a Finance Director to join its Boston-based team. This individual will serve as a senior finance lead for a growing investment platform and will work closely with investment professionals and key business partners across the organization.

The position offers significant visibility and ownership and is well suited for an experienced asset management finance professional who enjoys working in a hands-on, fast-paced environment.

Responsibilities

• Lead day-to-day finance activities for a growing investment platform
• Oversee NAV review, financial reporting, capital activity, consolidations, expense allocations, and cash management
• Support investment valuation and related reporting processes
• Partner with investment and portfolio management teams on ongoing financial matters
• Coordinate with legal, tax, compliance, accounting, and investment operations teams
• Manage relationships with external administrators, auditors, and other service providers
• Lead and coordinate year-end audit activities
• Develop and improve finance processes, controls, and reporting infrastructure
• Support a variety of private and alternative investment structures
• Review and interpret fund and investment documentation
• Handle complex and time-sensitive financial requests from senior stakeholders
• Identify opportunities to improve processes through technology, automation, and AI

Qualifications

• 12+ years of finance/accounting experience within asset management, investment management, alternative investments, or public accounting
• Strong understanding of fund finance and investment accounting
• Experience with NAVs, financial reporting, valuations, capital activity, and complex investment structures
• Strong knowledge of US GAAP
• Demonstrated leadership experience and ability to operate independently
• Experience working across multiple internal teams and external service providers
• Strong analytical and problem-solving capabilities
• Excellent communication and stakeholder-management skills
• Advanced Excel skills and experience with financial/accounting systems
• Bachelor's degree in Accounting, Finance, or related field
• Public accounting experience preferred

Compensation

$160,000–$190,000 base salary, plus annual bonus and equity compensation.