Senior Associate - Private Markets Analytics & Reporting

Beacon Hill; Boston (MA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary up to $100,000

Annual performance bonus

Best-in-class benefits package

Job summary

Beacon Hill in Boston, MA is seeking a Senior Finance Associate to join the Private Markets Analytics & Reporting team. The role blends accounting, finance, reporting, data analytics, and process improvement in a collaborative, high-visibility environment.

The ideal candidate has fund accounting experience, strong analytical skills, and an interest in leveraging data to enhance reporting. Hybrid work and a competitive benefits package are provided.

Qualifications

• 2+ years of experience in fund accounting, public accounting, financial reporting, analytics, or a related finance function.
• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Excellent analytical and problem-solving abilities.
• Ability to communicate effectively with both technical and non-technical stakeholders.
• Highly organized with strong attention to detail.
• Experience with Power BI, SQL, Python, Alteryx, or other reporting tools is a plus.
• Exposure to alternative investments, private equity, fund accounting, or asset management is preferred.
• CPA, CPA candidate, CFA, or progress toward a professional designation is a plus.

Responsibilities

• Support recurring and ad hoc reporting requests for internal and external stakeholders.
• Analyze financial, operational, and investment-related data to deliver meaningful insights.
• Prepare reporting packages, dashboards, and analytical deliverables for various business partners.
• Identify opportunities to automate manual processes and improve reporting efficiency.
• Assist with the development and enhancement of reporting tools and business intelligence solutions.
• Partner with Finance, Operations, Technology, and Investor Relations teams on strategic initiatives.
• Support data quality, reporting accuracy, and documentation efforts.
• Participate in process improvement and automation projects across the organization.

Skills

Fund accounting

Financial reporting

Analytics

Communication

Detail-oriented

Education

Bachelor's degree in Accounting

Tools

Power BI

SQL

Python

Alteryx

Job description

Senior Associate - Private Markets Analytics & Reporting
Boston, MA | Hybrid

A leading alternative investment management firm is seeking a Senior Finance Associate to join a growing analytics and reporting team. This position offers a unique opportunity to combine accounting, finance, reporting, data analytics, and process improvement responsibilities within a collaborative and highly visible environment.

The ideal candidate will have a strong accounting or fund accounting foundation, an analytical mindset, and an interest in leveraging data and technology to improve reporting and business processes.

Responsibilities

• Support recurring and ad hoc reporting requests for internal and external stakeholders
• Analyze financial, operational, and investment-related data to deliver meaningful insights
• Prepare reporting packages, dashboards, and analytical deliverables for various business partners
• Identify opportunities to automate manual processes and improve reporting efficiency
• Assist with the development and enhancement of reporting tools and business intelligence solutions
• Partner with Finance, Operations, Technology, and Investor Relations teams on strategic initiatives
• Support data quality, reporting accuracy, and documentation efforts
• Participate in process improvement and automation projects across the organization

Qualifications

• 2+ years of experience in fund accounting, public accounting, financial reporting, analytics, or a related finance function
• Bachelor's degree in Accounting, Finance, Economics, or a related field
• Excellent analytical and problem-solving abilities
• Ability to communicate effectively with both technical and non-technical stakeholders
• Highly organized with strong attention to detail
• Experience with Power BI, SQL, Python, Alteryx, or other reporting tools is a plus
• Exposure to alternative investments, private equity, fund accounting, or asset management is preferred
• CPA, CPA candidate, CFA, or progress toward a professional designation is a plus

What You’ll Gain

• Exposure to a wide range of business functions across a sophisticated investment organization
• Opportunity to work on highly visible reporting and analytics initiatives
• Hands-on involvement with process improvement and automation efforts
• Strong mentorship and long-term career growth potential
• Collaborative team environment with significant responsibility and ownership
• Base salary up to $100,000
• Annual performance bonus
• Best-in-class benefits package

This is an excellent opportunity for an accounting or finance professional looking to expand into analytics, reporting, and technology-driven initiatives within a dynamic investment management environment.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.