Top Hybrid Finance Jobs in Boston, MA

Supports portfolio management and credit underwriting for sponsor-backed technology clients. Responsibilities include transaction due diligence, financial analysis and modeling, credit monitoring, industry analysis, enterprise valuation, credit memo preparation, client relationship management, loan documentation review, legal diligence, presentations to leadership and risk committees, and strategic initiatives.

Manage a complex middle-market commercial credit portfolio (C&I, CRE, Investor RE). Lead credit underwriting, financial analysis, portfolio monitoring, risk management, client relationship management, and mentor junior team members while collaborating with internal stakeholders to meet financial and compliance objectives.

Provide administrative, operational, and financial support to the Leasing and Asset Management team. Process invoices, checks, and wire transfers; maintain tenant, landlord, vendor, and lease records; prepare reports and documentation; coordinate tenant/seasonal housing activities and recoveries while liaising with Finance, Legal, Store Operations, landlords, and vendors.

Develop and maintain quantitative models and analytics to support asset allocation and portfolio construction across public and private assets. Perform scenario analysis, stress testing, private markets integration, cash flow/NAV forecasting, and data pipeline development to inform strategic and tactical investment decisions.

Lead portfolio strategy and analytics for private investments by building data-driven tools, synthesizing private market datasets, delivering real-time insights, and partnering with Product, Data, and Technology to design, prototype, and institutionalize models and workflows that drive investment decisions and automation.

Leads underwriting professionals managing retention, acquisition, talent development, risk selection, broker relationships, portfolio profitability, complex casualty accounts, pricing, coverage, and regulatory file quality. Evaluates portfolio performance, capital, reinsurance, evolving risks, and industry trends while guiding underwriting strategy and decision-making for sharing economy and new mobility businesses.

Lead financial reporting, US GAAP financial statement preparation, complex consolidations, technical accounting, financial close, controls, and external audits. Prepare technical accounting memos, journal entries, disclosures, workpapers, and accounting policies. Support separately audited venture fund reporting, coordinate with auditors and third-party administrators, and partner with Legal, Business Development, R&D, and Clinical Operations. The role begins as a senior individual contributor with potential to build a reporting team.

Own end-to-end accounts payable: process invoices, run weekly payments, reconcile bank accounts, manage corporate expenses, handle vendor relations, support month-end close, and drive process automation improvements to reduce manual work.

Provide assurance over clients' digital environments and digital assets by assessing controls, cybersecurity, data and AI systems, and governance. Build client relationships, mentor junior staff, deliver IT controls assurance engagements, and contribute to digital asset strategy and thought leadership.

The Investment Tax Manager oversees tax provision, compliance, and operations for investment assets, providing technical guidance, identifying issues, and mentoring team members while driving process improvements.

Lead month-end close for assigned subsidiaries, prepare internal and statutory financial reporting, support audits, partner with FP&A, Tax, Legal and technical accounting, identify process improvements and automation/AI opportunities, and strengthen internal controls to scale accounting operations.

Lead Klaviyo's Order-to-Cash technology track, owning roadmap, design, and integrations (e.g., CPQ to NetSuite). Ensure SOX/ITGC controls and audit readiness, drive AI-native automation across O2C workflows, optimize ERP/billing configurations, and partner with Finance and engineering stakeholders to deliver scalable revenue and billing systems.

Underwrite residential mortgage loans by reviewing credit, loan-to-value, debt ratios, property valuation and risk factors for compliance with bank and investor guidelines. Analyze exceptions, deficiencies, and special conditions; recommend alternative loan structures; coach field staff and brokers on technical underwriting issues; exercise independent judgment on matters with significant financial impact.