- Prepare quarterly PDF valuation binders and portfolio summary binders for portfolio committee.
- Serve as backup to Fund Administration Manager in maintaining the investor website (Allvue) and database and responding to investor questions.
- Assist with providing information in response to KYC/information requests from 3rd parties.
- Liaise with tax, legal, and finance teams to maintain and track key information on TA's 300+ entities.
- Contribute to Fund Finance team processes by completing specific tasks in quarterly accounting and reporting cycle.
- Assist with SEC and Treasury filings.
- Scan and save quarterly documents for retention purposes.
- Manage the CFO's calendar, travel, and monthly expense report.
- Schedule meetings/calls and other logistics as needed.
- Document management—copying, emailing, overnight/shipping, etc. as required; draft and edit correspondence, communications, presentations, and other documents; sort incoming mail; and maintain all paper and electronic files.
- Maintain wire instruction templates on bank website, download monthly bank statements from bank website, track bank fees, open bank accounts.
- Coordinate the signing of legal and accounting documents via DocuSign.
- Complete ad hoc projects to support the Fund Finance team.
- Financial services industry experience is a plus, but not required. Professional services experience preferred.
- Exceptional interpersonal skills with the ability to interact with all levels across the firm.
- Strong analytical and organizational skills.
- Ability to proactively identify and assess problems/issues and use sound judgment to develop solutions.
- Comfort, familiarity, and/or desire to learn intermediate Microsoft Excel functionality.
- Excellent verbal and written communication skills with the ability to communicate clearly and efficiently.
- Ability to prioritize multiple tasks in a dynamic, deadline-driven environment.
- Must exhibit a high degree of confidentiality and sense of urgency.
- Team player who can work effectively with a wide range of people and levels in order to deliver business results.
- Demonstrate a high degree of initiative, commitment, and drive.
- Humble, hardworking person with a high level of personal integrity.
- A highly competitive package that includes a base salary plus annual performance bonus.
- The firm currently pays 100% of medical, dental, disability and life insurance coverages.
- The firm currently contributes 15% of compensation to employee-directed retirement.
-
Finance Coordinator
3 weeks ago
Berklee College of Music Boston, United StatesUnder the direction of the Finance Senior Manager, the Finance Coordinator will provide administrative support in this area in their daily tasks. The Coordinator will support all the processes of the financial department, accounting, billing, bank re Finance, Coordinator, Account ...
-
Finance Coordinator
2 weeks ago
Boston Region MPO Boston, United StatesAccounting · Finance · Hospitality-Hotel · Insurance · Marketing · Job Description · Salary: $60, $70,000.00 Annually Location : 10 Park Plaza Suite 2150 Boston, MA Job Type: Full-Time Remote Employment: Flexible/Hybrid Job Number: 00091 Department: Finance and Operations Op ...
-
Finance Coordinator
6 days ago
Berklee College of Music Boston, United StatesJob Description: · Under the direction of the Finance Senior Manager, the Finance Coordinator will provide administrative support in this area in their daily tasks. The Coordinator will support all the processes of the financial department, accounting, billing, bank reconciliati ...
-
Finance Coordinator
3 weeks ago
Massachusetts League of Community Health Centers Boston, United StatesThe Massachusetts League of Community Health Centers · (League) was founded in 1972 as one of the country's first state Primary Care Associations (PCAs). Established under the same federal authorizing legislation as the health center program (Section 330 of the Public Health Ser ...
-
Finance Coordinator
3 weeks ago
Massachusetts Nonprofit Network Inc Boston, United StatesThe Massachusetts League of Community Health Centers (League) · Job Description · The Massachusetts League of Community Health Centers · (League) was founded in 1972 as one of the country's first state Primary Care Associations (PCAs). Established under the same federal authori ...
-
Fund Finance Coordinator
2 weeks ago
TA Associates Boston, United StatesCompany Background: · TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help ac ...
-
Fund Finance Coordinator
6 days ago
TA Associates Boston, United StatesCompany Background: · TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help ac ...
-
Development & Finance Coordinator
4 days ago
TSNE Boston, United StatesOverview: · Future Chefs ( ) prepares Boston high school students to leave high school ready for quality employment and post-secondary education. With a focus on positive youth development, Future Chefs provides culinary training and authentic work-based learning to prepare teen ...
-
Development & Finance Coordinator
3 weeks ago
TSNE Boston, United StatesOverview: · Future Chefs ) prepares Boston high school students to leave high school ready for quality employment and post-secondary education. With a focus on positive youth development, Future Chefs provides culinary training and authentic work-based learning to prepare teens ...
-
Loan Operations Finance Coordinator
5 days ago
Massachusetts League of Community Health Centers Boston, United StatesJob Description · Job Description · The Massachusetts League of Community Health Centers · (League) was founded in 1972 as one of the country's first state Primary Care Associations (PCAs). Established under the same federal authorizing legislation as the health center program ...
-
Director/VP Project Finance
6 days ago
Green Recruitment Company Boston, United StatesJob title: · Director/VP Project Finance · Location: · Boston, Massachusetts, United States (On-site) · The Green Recruitment Company is delighted to partner with a leading solar IPP in their search for a Director or VP of Project Finance to lead the execution of their project ...
-
Director of Finance
4 days ago
Activate Care Boston, United States** Candidates for the Director of Finance role, should reside within MA, RI or NH and would need to be able to go on site or in office several times a month ** · About Activate Care: · At Activate Care, we're on a mission to improve health equity and drive improved health outcome ...
-
Executive Assistant
1 week ago
Boston Public Health Commission Boston, United StatesDUTIES · The Executive Assistant & Finance Administrator reports to the Chief Financial Officer and is responsible for the detailed organization and smooth operation of the Finance department. In addition to providing administrative support to the CFO and Finance Directors, this ...
-
Accounts Receivable Coordinator
5 days ago
MassCPAs Boston, United StatesAccounts Receivable Coordinator · About the Opportunity · This position supports the functions of the Research Finance office under the NU-Research Enterprise Services (NU-RES) by ensuring that the University maintains compliance with applicable federal regulations, sponsor req ...
-
Billing Coordinator
3 weeks ago
Tufts University Boston, United StatesOverview · Tufts University School of Dental Medicine (TUSDM) offers one of the most forward-looking educational environments in dental medicine in the country. Revenue Cycle Operations (RCO) supports patient care services revenue cycle management, along with other members of the ...
-
Director of Project Finance
2 weeks ago
LVI Associates Boston, United StatesJob Title: Senior Manager/Director of Project Finance · Opportunity Overview: · Join a dynamic team in the energy infrastructure sector dedicated to sustainable development and corporate responsibility. · Exciting opportunity for a Senior Manager/Director, Finance to contribute t ...
-
Finance Assistant, Exec Ed
1 week ago
Harvard University Boston, United StatesBasic Qualifications · * High school diploma, GED, or equivalent required. · * 3+ years of related experience on a finance team is required, including demonstrated experience in accounts receivable, collections, and financial reporting is required. · * Education beyond high schoo ...
-
Senior Operations Associate
1 week ago
Bain Capital Public Equity, L.P. Boston, United StatesBAIN CAPITAL OVERVIEW · We are one of the world's leading private investment firms with approximately $180 billion in assets under management that creates lasting impact for our investors, teams, businesses, and the communities in which we live. Since our founding in 1984, we've ...
-
Director, Insurance Risk
2 weeks ago
Soteriare Boston, United StatesBased within the Treasury Risk and Insurance team in Corporate Treasury, this role serves as a resource for top management and the entire organization regarding insurance and provides direction concerning risk management and available transfer solutions. · The main functions of t ...
-
Revenue Accounting Senior Manager
1 week ago
Vertex Pharmaceuticals, Inc Boston, United StatesJob Description · General Summary: · Reporting to the Senior Director of Global Revenue, the Revenue Accounting Senior Manager will play a critical role on Vertex's Global Revenue team as Vertex prepares for the launch of new products. The role will be integral in developing new ...
Fund Finance Coordinator - Boston, United States - TA Associates
3 weeks ago
Description
Company Background:
TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries – technology, healthcare, financial services, consumer and business services. We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of more than 260 employees, which includes over 150 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Since TA's founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at
Position Overview:
Reporting to the Chief Financial Officer, the Fund Finance Coordinator will be responsible for all support functions for the firm's Fund Finance department. The ideal candidate will be a motivated self-starter who is high-energy, goal-oriented, and results-driven.
Responsibilities include:
Qualifications:
Compensation and Benefits:
TA Associates Management, L.P. utilizes E-Verify, a web-based system that allows employers to electronically confirm the employment eligibility of its employees. More information your rights as an applicant can be accessed here.
