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Kforce Senior Assistant Manager, Portfolio Analytics in Boston, Massachusetts

Kforce has a client in Boston, MA that is seeking a Senior Assistant Manager, Portfolio Analytics.This role is currently 100% remote and may switch back to office environment when COVID-19 ramps down.Key Tasks:

  • Manage and prioritize team workload

  • Ensure accurate processing of capital call and distribution notices

  • Ensure financial statements, capital accounts and reports are provided on time

  • Review closing materials

  • Verify closing data

  • Review and approve wire change requests

  • Provide training to staff

  • Monitor staff performance and address development needs

  • Lead related IT projects

  • Assist with ad hoc projects as needed

  • Bachelor's degree

  • 4 years of financial operations experience in an investment or financial services organization

  • 1 years of managerial or supervisory experience

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.Compensation Type:Years