Operations Analyst - Up to $80K + Bonus

Boston, MA

Posted: 09/20/2019 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 84684

A private equity firm in Boston, MA is seeking an Operations Analyst to join their team. In this role, you will be monitoring, updating, ensuring the accuracy of and mining the investment team’ s proprietary database to aid in marketing, portfolio management, reporting, investment analysis and decision making. Apply today!

Compensation: Up to $80K + Bonus

Responsibilities for the Operations Analyst:
  • Produce quarterly reports for existing investors
  • Perform portfolio valuation analyses necessary for the annual audit and for overall management of the portfolio
  • Compile historical and projected performance data
  • Measure and benchmark investment, portfolio and fund performance
  • Prepare portfolio update presentations for existing investors as well as marketing materials to facilitate active fundraising efforts for the emerging markets strategy
  • Collaborate with other Firm departments including accounting, investor relations, legal and compliance to produce key documents and investor requests
  • Review and provide comments from an operations perspective on legal documents (LPAs, etc.) prior to making investments
  • Track and communicate status of compliance with investment restrictions to Director of Emerging Markets Investments
  • Assist with cash management
  • Complete ad-hoc and special projects
Requirements for the Operations Analyst:
  • Bachelor’ s degree in Finance, Accounting, or related field
  • Two years of experience in investment banking, consulting, or operations role within the financial services industry
  • Detailed knowledge of financial valuation techniques
  • Significant modeling and accounting experience
  • Excellent analytical and problem-solving skills
  • Ability to multi-task and work in a team environment
  • Ability to communicate complex topics to management in an effective manner
  • Confidence to interact with Partners and senior management within the Firm
  • Superior work ethic and proven presence, maturity and credibility
  • Strong proficiency with Excel, PowerPoint, and Microsoft Word
  • Must be eligible to work in the U.S. without sponsorship                     
Employee Benefits:
  • Excellent benefits 
  • 100% paid benefits
  • Lucrative bonus
  • Health, dental, vision, and life insurance
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