Massachusetts Veterans Jobs

Description

Robert Half's client, one of the world’s leading private multi-asset alternative investment firms, is seeking a Finance Associate (Corporate Finance) to join their corporate finance team. This person will be required to go in-office 3 days/week in Boston's Back Bay area. Not only does our client have a great culture, you can expect to be challenged in their positions. Our client also offers outstanding benefits and compensation.

Position Description:

The Finance Associate, as a member of the Corporate Finance team, is primarily responsible for aiding in the process of allocating and invoicing capital markets deal related costs between the Credit, Global Special Situations, Partnership Strategies & Public Equity funds. The Finance Associate shall develop and use subject matter expertise to manage and execute all aspects of the process, including the following key tasks:

• Manage the process of allocating capital markets deal related costs and transaction fees to ensure compliance with prescribed methodologies, accuracy of all allocation calculations, effectiveness of the capital markets allocation system, administration of treatment intricacies and the completion of all supporting tasks and schedules

• Allocate dead deal costs and transaction fees between Advisor, capital markets funds, business units, and outside parties using various data sources

• Send and properly record wires for invoice payments to vendors

• Perform detailed and analytical reviews for accuracy of allocations and costs using the expense allocation system and payment tracker; research, resolve and document any discrepancies

• Work closely with IT to resolve system related issues and to implement enhancements and new functionality

• Work closely with key stakeholders (Global teams including Corporate Finance, Business Unit Finance, General Counsel, Compliance, Tax and Investment professionals) on points impacting the cost allocation and invoice processes

• Review coding and payments for invoices received from external suppliers

• Communicate with internal teams and outside service providers to prepare and deliver monthly and ad hoc reporting, field inquiries and provide additional explanations and data as needed

• Understand the capital markets investment life cycle, prescribed cost sharing methodologies, limited partner agreement provisions, and tax guidance in order to ensure compliance and to Review and reconcile advisor reimbursements monthly

• Work closely with Corporate Finance team members for capital markets deal-related costs, invoices, and reimbursements, coordinating proper cost sharing treatment, and invoicing outside parties

• Develop and refine essential procedures as business needs evolve and expand

• Opportunities for additional responsibilities where performance allows

  Requirements

• BS Finance or Business, Business Analytics

• 1+ yrs. exp – someone in expense analysis and allocation– but not just processing.

• Workday Financials are a huge plus

• Strong analytical experience

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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