Investment Accounting Associate Jobs in Massachusetts

Assisting in records management of company vehicles and maintenance equipment

Excellent verbal and written communication skills.

Excellent organizational skills and attention to detail.

2+ years of related accounting experience

3+ years of related administrative experience

Industrial, manufacturing, construction or related industry experience a plus

* Manage relationships with entrepreneurs, investors, and other stakeholders.

* Experience with legal document preparation and transaction execution.

* Strong leadership and teamwork skills.

* Experience or interest in the AI sector is highly desirable.

**Company:** AI Studio ( Stealth mode)

* Coordinate and execute venture capital transactions, including term sheet negotiations, legal document preparation, and deal closings.

Monitor daily all current and outstanding capital structure offers, and ensure that capital structure decision deadlines are met.

Communicate information on current offers, relevant research recommendations and any other related information to PAs.

The Key Responsibilities Of The Role Include

Coordinate preparation of asset allocation analyses and presentation materials for existing and prospective clients.

Work diligently toward mitigating losses due to error, and be mindful of possible contingencies.

Work on special projects as assigned.

Experience with Orion, Eclipse, Factset, Fidelity Wealthscape, and Schwab platform a plus

Bachelor’s degree in finance, accounting, economics, or a related field

The responsibilities of the Investment Associate include, but are not limited to the following:

As an Investment Associate, you will execute and support all PCA investment activities including trading, proposals, asset allocation, and advisor support.

Responding to client inquiries, generating reports for the PCA Team, and maintaining client account records and documents.

Conduct investment research on securities including public equities, public debt, private real estate, private credit, private equity, and venture capital.