Senior Finance Associate – Private Equity Analytics | Boston, MA | $95K–$110K + Bonus

Daley And Associates, LLC; Boston (MA); On-site; USD 95,000 - 110,000; Full time

Job summary

Daley And Associates, LLC in Boston seeks a Senior Finance Associate to join its Private Equity Analytics team. The role focuses on moving beyond traditional accounting toward data, analytics, automation and AI-driven solutions.

You will work at the intersection of Finance, Operations, IT, Investor Relations and Capital Markets to build tools and data products supporting decision-making across the firm.

Qualifications

• 2–6 years of experience in fund accounting, accounting, finance or similar analytical environment.
• CPA or CFA, or progress toward either, is a plus.

Responsibilities

• Support LP data requests by delivering accurate, timely financial data and analysis.
• Create bespoke investor deliverables using reporting tools and data infrastructure.
• Identify manual processes and develop automated solutions.
• Build and improve Power BI models, Alteryx workflows, scripts and other analytical tools.
• Contribute to enterprise-level data applications and AI-assisted workflows.
• Partner with Data Governance to improve data quality and documentation.
• Collaborate across Finance, Investor Relations, Capital Markets, IT and investment teams.
• Own projects from problem identification to solution implementation.

Skills

Analytical skills

Attention to detail

Communication

Independent work

Curiosity about data

Education

CPA or CFA, or progress toward either

Tools

Power BI

DAX

Alteryx

SQL

Python

Job description

Senior Finance Associate - Private Equity Analytics | Boston, MA | $95K-$110K + Bonus

A leading global private investment firm is looking for a Senior Finance Associate to join its Private Equity Analytics team. This is an excellent opportunity for a fund accountant or finance professional who wants to move beyond traditional accounting and into data, analytics, automation and AI-driven solutions.

The team sits at the intersection of Finance, Operations, IT, Investor Relations and Capital Markets, building the tools and data products that support decision-making across the firm.

What You'll Be Doing:

• Support LP data requests by delivering accurate, timely financial data and analysis
• Work with existing reporting tools and data infrastructure to create bespoke investor deliverables
• Identify manual or error-prone processes and develop more efficient, automated solutions
• Build and improve Power BI models, Alteryx workflows, scripts and other analytical tools
• Contribute to enterprise-level data applications and AI-assisted workflows
• Partner with Data Governance to improve data quality, documentation and usability
• Work cross-functionally with Finance, Investor Relations, Capital Markets, IT and investment professionals
• Own projects from identifying a problem through developing and implementing the solution

Ideal Background:

• 2-6 years of experience in fund accounting, accounting, finance or a similar analytical environment
• Private equity, alternative assets or fund/partnership accounting experience is a plus
• Strong attention to detail and ability to work with complex financial data
• Naturally curious with an interest in understanding the "why" behind the numbers
• Strong problem-solving skills and ability to work independently
• Clear communicator who can work with both technical and non-technical stakeholders
• CPA or CFA, or progress toward either, is a plus

Technical experience is not required, but exposure to SQL, Python, Power BI/DAX, Alteryx, data warehouses or AI-assisted coding is a plus.

This is a unique opportunity for someone coming from a fund accounting or finance background who wants to build a career in data and analytics, with direct exposure to senior leadership, investment teams and multiple functions across a global investment platform.