Sr. Analyst, Fund Administration - Alternative Assets

CIBC

Boston, MA, US
Base: $85,000 - $125,000k; bonus/equity: incentive...
On-site
Fund valuations
Capital activity
Pricing
As the Sr. Analyst, Fund Administration, you will play a critical role in overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for our sponsored funds

Job Summary

  • As the Sr. Analyst, Fund Administration, you will play a critical role in overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for our sponsored funds.
  • You will be responsible for providing comprehensive investor relationship support, facilitating both internal and external audits, and ensuring the timely completion of the fund’s annual tax obligations.
  • CIBC offers a competitive total rewards package including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, and 401(k).

Matching Summary

As the Sr. Analyst, Fund Administration, you will play a critical role in overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for our sponsored funds.

Salary

Base: $85,000 - $125,000K; Bonus/Equity: Incentive compensation plan may include discretionary bonus; Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)

Skills & Requirements

Must-have

  • fund valuations
  • capital activity
  • pricing
  • audit coordination
  • tax compliance
  • investor relationship support
  • alternative asset investments

Nice-to-have

  • relationship-oriented bank
  • flexible work environment
  • continuous improvement initiatives
  • proactively identifying and resolving operational issues

Key Requirements

  • Bachelor's degree in Accounting, Finance, Economics, or Business
  • 5–7 years of experience in Fund Administration, Tax Accounting, or Audit and Accounting
  • Hands-on experience with Hedge Funds and Private Equity Funds
  • Advanced proficiency in Microsoft Excel

Work Rights

Not specified

Tailored Resume

Cover Letter