Finance Manager, Private Markets & AI-Driven Ops

Landing Point; Boston (MA); On-site; USD 130,000 - 150,000; Full time

Job summary

Landing Point in Boston seeks a Finance Manager for its Private Markets Group to oversee accounting, operations, and financial oversight of coinvest partnerships. You will coordinate with internal teams and tax advisors, driving efficiency and accuracy in reporting.

The role requires 6–8 years in financial services with exposure to investment partnerships and advanced Excel skills, plus a willingness to adopt AI tools to modernize processes.

Qualifications

• 6–8 years of accounting experience in financial services, with exposure to investment partnerships, private equity, asset management, hedge funds, or alternatives.
• Background in public accounting, asset management audit, tax, or partnership accounting preferred.
• Strong understanding of partnership structures, allocations, and investment operations.
• Advanced Excel skills required.
• Familiarity with AI tools and a willingness to adopt emerging AI solutions.

Responsibilities

• Lead the accounting, operational, and financial oversight of various coinvest partnerships.
• Manage operational and administrative activities including cash management, capital calls, distributions, custody processes, reconciliations, compliance reporting, and valuation reporting.
• Evaluate and analyze complex investment transactions, partnership allocations, and accounting conclusions.
• Serve as a key point of coordination across internal teams.
• Support investor-facing activities including onboarding, policy administration, and reporting.
• Identify opportunities to enhance processes and increase operational efficiency through technology and AI tools.
• Collaborate with stakeholders on strategic initiatives and special projects.
• Mentor and develop junior team members.
• Oversee partnership reporting deliverables and coordinate with tax advisors on annual tax reporting.

Skills

Accounting

Advanced Excel

Partnership operations

Financial services experience

AI tools familiarity

Tools

Excel

AI tools

Job description

Landing Point in Boston seeks a Finance Manager for its Private Markets Group to oversee accounting, operations, and financial oversight of coinvest partnerships. You will coordinate with internal teams and tax advisors, driving efficiency and accuracy in reporting.

The role requires 6–8 years in financial services with exposure to investment partnerships and advanced Excel skills, plus a willingness to adopt AI tools to modernize processes.