Financial Associate

About the RoleWe are looking for a financial analyst/research-focused professional to support preparation and analysis of financial statements for hedge fund and private equity clients under US GAAP / IFRS / Ireland GAAP. This role combines financial modeling, reporting, market research, and data analytics to deliver insights that support investment decisions and regulatory compliance.Key Responsibilities

• Assist in preparation of financial statements and related disclosures under US GAAP/IFRS.
• Analyze financial statements, balance sheets, income statements, and cash flows to identify trends and insights.
• Conduct valuation of financial instruments (equities, fixed income, derivatives) using techniques like DCF, relative valuation, and option pricing models.
• Perform market research and macroeconomic analysis to support hedge fund/PE reporting and investment recommendations.
• Apply data analytics techniques using Python, SQL, Power BI, and Excel to analyze financial data and optimize reporting.
• Prepare reports, presentations, and dashboards for internal and external stakeholders.
• Ensure accuracy, consistency, and compliance of financial reporting documentation.
• Collaborate with senior analysts and cross-functional teams to solve complex financial problems.
• Test and provide feedback on financial reporting tools and templates; recommend process enhancements.

Required Skills & Competencies

• Strong knowledge of financial statement analysis aligned with US GAAP and IFRS.
• Proficient in corporate finance, valuation techniques, and financial modeling.
• Advanced Excel skills (VLOOKUP, Pivot Tables, formulas) and familiarity with Word.
• Strong data analytics skills: Python, SQL, Power BI.
• Strong verbal and written communication skills; professional command of English.
• Detail-oriented, analytical, and able to work under deadlines.
• Team-oriented with collaborative working style.

Preferred / Advantageous Skills

• Prior internship experience in financial analysis, research, or reporting.
• Knowledge of hedge fund or private equity reporting practices.
• Exposure to portfolio optimization, investment research, or financial modeling projects.

Eligibility & Experience

• Educational Qualification: Bachelors in Commerce/Finance or equivalent; certifications like CFA Level 1 or financial analytics programs are a plus.
• Experience: Freshers or candidates with internship experience in research, financial analysis, or reporting.

Team & Culture

• Team Size: 90+ professionals
• Collaboration with Boston, New York, and Canada teams.
• High-performing culture emphasizing ethics, trust, mentorship, and continuous learning.
• Open-door policy with equal opportunities for growth and professional development.

Interview Process

• Rounds: Maximum 2 (Telephonic/Video)
• Laptop: Candidate must have their own laptop for work.