Operations Analyst

Operations Analyst Boston, MA $68,000 — $85,000 Posted 2 weeks ago CFS has partnered with a rapidly growing investment firm in Back Bay seeking an Operations Analyst to join their team. This is a great opportunity for someone looking to gain experience in investment operations and build a foundation for a long‑term career in finance. About the

Company:

$10B AUM, employee-owned investment firm with long-term growth and stability Opportunity to learn and develop across private equity and venture capital fund operations Collaborative, respectful, and entrepreneurial culture with a strong career growth path Convenient Back Bay location near public transit Remote on

Fridays Key Responsibilities:

Assist with daily investment reporting, capital activity updates, and pricing Access statements and documents from internal systems, shared mailboxes, and external portals Update and reconcile internal reports to ensure data accuracy Support treasury functions by processing cash flows for the Alternatives portfolio Investigate and resolve discrepancies across administrators, banks, internal systems, and counterparties Partner with third‑party administrators during monthly/quarterly closes to validate performance data and investment metrics Contribute to department projects and cross‑functional initiatives

Qualifications:

Bachelor's degree preferred (Finance, Accounting, Business) 1-3 years of professional experience Strong Excel skills and comfort working extensively in spreadsheets Strong communication and attention to detail Technical aptitude and ability to work with data‑driven processes •MUST have knowledge of or exposure to capital calls, distribution notices and capital account statements for private equity and hedge fund investments•

Salary Range:

$68,000-$85,000 depending on experience EB-2003515283