Finance Manager - Tech Opportunities

Landing Point; Boston (MA); On-site; USD 125,000 - 145,000; Full time

Job summary

Landing Point seeks a Finance Manager for its Tech Opportunities division to lead funds accounting oversight, investor reporting, and operational finance for growing technology businesses.

You will review NAVs, financial statements, and reporting deliverables, coordinate audits, manage fund administrator relationships, and support valuation and investor materials. Strong data skills and experience with BI tools are required.

Qualifications

• 6+ years of experience in investment advisory or public accounting.
• Comfort working across a variety of technology platforms, including CRMs, HR and finance systems (e.g., Workday), AI-powered tools, and other enterprise software.
• Strong data literacy and experience with data visualization or BI tools (Excel, Power BI, Tableau, or similar).

Responsibilities

• Review quarterly NAVs and capital reporting to investors.
• Review quarterly financial statements, management fee and carry calculations, and other deliverables for investor reporting.
• Manage the year-end audit process with outside accountants and facilitate related requests.
• Manage the third-party fund administrator on all aspects of reporting/operations.
• Oversight of cash availability and fund flows.
• Assist in the preparation of quarterly portfolio company valuations and prepare summarized data for the Valuation Committee.
• Respond to requests and inquiries of limited partners and their representatives.
• Review and analyze portfolio company financials for quarterly portfolio review meetings.
• Work with Investor Relations in preparation of presentation materials, information posted to the investor website, DD requests, and fundraising documents.
• Analyze various fund activities to ensure compliance with partnership agreements.
• Collaborate on projects to enhance the product of the team, department, and firm.

Skills

Data literacy

Financial reporting

Investor reporting

Tools

Workday

Excel

Power BI

Tableau

Job description

Company Overview:

A leading global private investment firm with approximately $185 billion in assets under management is seeking a Finance Manager for its Tech Opportunities division. This role will focus on funds accounting oversight, investor reporting, and operational finance for growing technology businesses.

Job Responsibilities:

• Review of quarterly NAVs and capital reporting to investors.
• Review quarterly financial statements, management fee and carry calculations, and other deliverables for investor reporting.
• Manage the year-end audit process with outside accountants and facilitate related requests.
• Manage the third-party fund administrator on all aspects of reporting/operations.
• Oversight of cash availability and fund flows.
• Assist in the preparation of quarterly portfolio company valuations and prepare summarized data for the Valuation Committee.
• Respond to requests and inquiries of limited partners and their representatives.
• Review and analyze portfolio company financials for quarterly portfolio review meetings.
• Work with Investor Relations in preparation of presentation materials, information posted to the investor website, DD requests, and fundraising documents.
• Analyze various fund activities to ensure compliance with partnership agreements.
• Collaborate on projects to enhance the product of the team, department, and firm.

Qualifications:

• 6+ years of experience at an Investment Advisor and/or public accounting role preferred.
• Comfort working across a variety of technology platforms, including CRMs, HR and finance systems (e.g., Workday), AI-powered tools, and other enterprise software.
• Strong data literacy, including the ability to work with large datasets and familiarity with data visualization or business intelligence tools (e.g., Excel, Power BI, Tableau, or similar).

Compensation:

Salary: $125,000 - $145,000, Plus Bonus