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Director of Finance - Asset Management - Boston - Hybrid

Daley and Associates

  • Boston, MA
  • 26 days ago
  • $155,000–$185,000 Per Year

Highlights

This is a high-visibility opportunity to build and lead the finance function while partnering closely with investment, operations, legal, tax, and senior leadership teams. A leading investment firm is seeking a Director of Finance for a growing asset management platform focused on insurance-related investments.

Numbers & Facts

LocationBoston, MA
IndustryStaffing/Employment Agencies
Salary$155,000–$185,000 Per Year
Company Size20 to 49 employees
Year Founded2005
Websitehttp://daleyaa.com/

Description

Director of Finance - Asset Management - Boston - Hybrid 
A leading investment firm is seeking a Director of Finance for a growing asset management platform focused on insurance-related investments. This is a high-visibility opportunity to build and lead the finance function while partnering closely with investment, operations, legal, tax, and senior leadership teams.

Responsibilities:

  • Lead and develop the finance function for a growing asset management business

  • Build scalable finance infrastructure, processes, and reporting capabilities

  • Oversee NAV reviews, investor capital reporting, consolidations, US GAAP valuations, expense allocations, and cash management

  • Manage relationships with external fund administrators and auditors

  • Lead year-end audit activities and serve as the primary liaison with external auditors

  • Partner with investment and portfolio teams to provide financial insight and support investment monitoring

  • Work cross-functionally with legal, tax, compliance, operations, and other internal teams

  • Support complex investment structures spanning private investments, structured assets, fund-of-funds, and derivatives

  • Drive process improvement and leverage technology


Qualifications:

  • 12+ years of experience within asset management, investment management, or public accounting

  • CPA highly preferred

  • Strong finance/accounting background with experience supporting complex investment structures

  • Experience with US GAAP, valuations, fund accounting, and financial reporting

  • Strong Excel and financial systems expertise

  • Highly analytical, self-directed, and comfortable operating in a fast-paced, entrepreneurial environment


This is an excellent opportunity for a Senior Manager or Director level public accounting professional working with Insurance clients to transition into private industry. You will serve as the primary finance lead for this team. The expected base compensation range for this position is between $155K-$185K, depending on experience. Qualified candidates, contact Erin at esullivan@daleyaa.com for more information! 

About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

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