What are the responsibilities and job description for the Operations Analyst position at CFS?
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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
$68,000-$85,000 depending on experience
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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
- 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
- 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*
$68,000-$85,000 depending on experience
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Salary : $68,000 - $85,000