Director, Finance & Operations

About the job Director, Finance & Operations Boutique asset management firm in Harvard Square is looking for a highly promotable, top performing, Director of Finance & Operations to step into a newly designed, hands-on & entrepreneurial role. Reporting to the Managing Partner, the Director of Finance & Operations will lead the finance, operations & compliance efforts for the organization. The ideal candidate has a strong background in investment management, excellent analytical skills (Advanced Excel / modeling), strong communication & writing skills (ability to write RFP's, create presentations, etc), and a desire to grow long term in an operational path. This is a succession planning role, and ideally this individual will grow to be Chief Operating Officer / Chief Financial Officer. The team is open to a top performer with anywhere from 7 - 15 years of experience, as long as the individual is highly motivated and eager to grow in their career. The Director of Finance & Operations should be incredibly self-directed, able to notice gaps in process & workflow and jump to action to create seamless solutions. A strong finance, compliance background would be an asset in this role. The Director of Finance & Operations will create reporting for the leadership team, & build strategic analysis to support critical decision making. The team works mainly onsite in Cambridge, with a flexible schedule. There is the ability to WFH 1-2 days per week, but ideally, this individual will want to learn and work closely with the team, on-site, to grow their career. Generous compensation package including strong benefits & competitive bonus structure. Qualifications: BS, Finance, Business, Accounting, Economics 7-15 years experience in investment management / asset management / hedge fund / private equity environment Desired candidate is looking for blended role, a mix of strategic analysis, finance/accounting, compliance & operational projects self-directed, entrepreneurial, able to thrive in a wear-many-hats, dynamic role highly analytical with Advanced Excel and modeling skills Some compliance experience is a plus progressive experience in finance, accounting, compliance, operations proven success and promotability Thrives in a top performing environment excellent process improvement skills strong relationship building abilities Eager to grow long term with a small, well-positioned, firm Interested candidates please send resumes to: View email address on click.appcast.io #J-18808-Ljbffr SDL Search Partners