Finance/Senior Finance Associate – Private Markets & Credit

Atlantic Group; Boston (MA); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Hybrid schedule

Competitive base salary

Job summary

Atlantic Group is seeking a Senior Finance Associate for its Boston finance team. The role blends investment accounting, financial reporting, and operational finance within a fast-paced environment and offers exposure to private credit, private equity, and other private market strategies.

The ideal candidate has a background in public accounting, financial services, fund administration, or investment management and is looking to build a long-term career in alternative investments.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of relevant accounting experience.
• Experience in public accounting, financial services, fund administration, or investment management.
• Understanding of investment accounting, partnership structures, and financial reporting.
• Exposure to private credit, direct lending, private equity, or other alternative investment strategies preferred.
• Experience with investment transactions, reconciliations, and cash management.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet reporting deadlines.
• Strong communication and organizational skills.
• CPA preferred.

Responsibilities

• Support financial reporting and accounting activities for investment-related entities.
• Prepare and review quarterly and annual financial information, reconciliations, and supporting schedules.
• Monitor investment activity, cash transactions, capital contributions, and distributions.
• Assist with accounting and reporting for alternative investment structures.
• Support partnership accounting, tax-related reporting, and coordination with internal and external tax professionals.
• Perform cash reconciliations and assist with treasury and liquidity management activities.
• Collaborate with accounting, finance, investment, and operations teams to resolve reporting matters.
• Review financial data to identify discrepancies and ensure accurate recordkeeping.
• Assist with financial controls, process documentation, and reporting improvements.
• Participate in special projects and initiatives designed to improve operational efficiency.

Skills

Analytical skills

Problem-solving

Multitasking

Communication

Education

Bachelor's degree in Accounting, Finance, or related field

CPA preferred

Job description

Finance/Senior Finance Associate – Private Markets & Credit

Work Arrangement: Hybrid, 3 days per week in office

About the Opportunity

We are partnering with an established investment management firm seeking a Senior Finance Associate to join its Boston finance team.

This opportunity offers exposure to alternative investments, including private credit, private equity, and other private market strategies. The position combines investment accounting, financial reporting, and operational finance responsibilities in a collaborative, fast-paced environment.

The ideal candidate will have a background in public accounting, financial services, fund administration, or investment management and an interest in building a long-term career in alternative investments.

Key Responsibilities

• Support financial reporting and accounting activities for investment-related entities.
• Prepare and review quarterly and annual financial information, reconciliations, and supporting schedules.
• Monitor investment activity, cash transactions, capital contributions, and distributions.
• Assist with accounting and reporting for alternative investment structures.
• Support partnership accounting, tax-related reporting, and coordination with internal and external tax professionals.
• Perform cash reconciliations and assist with treasury and liquidity management activities.
• Collaborate with accounting, finance, investment, and operations teams to resolve reporting matters.
• Review financial data to identify discrepancies and ensure accurate recordkeeping.
• Assist with financial controls, process documentation, and reporting improvements.
• Participate in special projects and initiatives designed to improve operational efficiency.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 3+ years of relevant accounting experience.
• Experience in public accounting, financial services, fund administration, or investment management.
• Understanding of investment accounting, partnership structures, and financial reporting.
• Exposure to private credit, direct lending, private equity, or other alternative investment strategies preferred.
• Experience with investment transactions, reconciliations, and cash management.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet reporting deadlines.
• Strong communication and organizational skills.
• CPA preferred.

Preferred Candidate Background

• Big 4 or national public accounting experience with financial services clients.
• Private credit or private equity fund accounting.
• Alternative investment fund administration.
• Investment partnership accounting and financial reporting.
• Experience supporting investment management firms or institutional investors.

What We Offer

• Exposure to private credit and other alternative investment strategies.
• Opportunity to work with experienced finance and investment professionals.
• Professional development within the investment management industry.
• Collaborative, team-oriented environment.
• Hybrid schedule with three days per week in the Boston office.
• Competitive base salary of $95,000–$110,000.