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Kforce Portfolio Associate in Boston, Massachusetts

A Kforce client is seeking to hire a Portfolio Associate in Boston, Massachusetts (MA).Summary:This client is a boutique investment firm with an international presence, a great team culture, and are currently growing rapidly. They also offer a strong benefits package including 401K, great hours, and bonuses. The role will work in a hybrid schedule.Responsibilities include:

  • Monitor closing investment status

  • Facilitate and prepare closing packages for investments

  • Audit investment tracking

  • Review and respond to KYC inquiries and requests

  • Maintain and analyze databases

  • Prepare invoices for deal expenses and provide allocations for deal invoices

  • Assist with implementing strategic initiatives and operational projects

  • Bachelor's degree

  • 2-4 years of experience in financial administrative deals support from a private equity firm, experience with deals or compliance, or paralegal background

  • Strong attention to detail

  • Excellent analytical skills

  • Strong communication skills

  • Financial services private equity industry experience is ideal

  • Notary public is a plus

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Compensation Type:YearsMinimum Compensation:85000.00Maximum Compensation:110000.00