Finance Manager - Investment Management Firm

Finance Associate

Firm Overview

Our client is a growing investment management firm that pairs sharp decision-making with a disciplined, process-driven approach. The firm casts a wide net, then refines ideas through rigorous analysis, collaborative debate, and a systematic approach to evaluating risk and opportunity.

Responsibilities

- Manage the monthly close cycle and related processes, reconciliations, and reporting.

- Prepare and post journal entries including accruals, prepaids, and complex cost allocations.

- Own real-time financial, management, and counterparty reporting and the associated data pipelines.

- Oversee treasury, accounts payable, and the travel and expense program.

- Optimize the firm's AI-native ERP and AI-native T&E/AP systems.

- Partner with business leaders on the budgeting and forecasting process.

- Prepare filings for operating taxes (sales & use, commercial rent).

What We're Looking For

- Comfortable operating in an extremely lean team.

- Demonstrable aptitude for process improvement.

- Fluent with AI tools.

- Strong Excel skills, plus SQL and/or Python.

- Solid understanding of accounting principles and financial close cycles.

- Bachelor's/PG degree or equivalent.

- At least 3 years of experience.