Finance Associate Jobs in Boston, MA
Finance Associate jobs in Boston are in strong demand, concentrated in the Financial District, Back Bay, and Seaport, across asset management, private equity, banking, and financial services. Employers hiring right now include PwC, Bain Capital, and Vaco. See the openings below and apply to the ones that match your experience.
Find Finance Associate JobsOverview
Open roles25
Top employerPwC
Work type50% On-site
Top credentialBachelor's degree in finance
Companies hiring14
Showing 5 of 25+ Finance Associate jobs
Associate I - Tech Sponsor Finance (Boston)
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Added 2d ago
First Citizens Bank
Associate I - Tech Sponsor Finance (Boston)
Boston, Massachusetts
Added 2d ago
Associate Director, Financial Planning & Analysis (Development Finance Business Partner)
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Added 4d ago
Bicara Therapeutics
Associate Director, Financial Planning & Analysis (Development Finance Business Partner)
Boston, Massachusetts
Added 4d ago
Associate Director Of Finance
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Added 1mo ago
HEI Hotels & Resorts
Associate Director Of Finance
Boston, Massachusetts
Added 1mo ago
Finance Solutions - Treasury and Working Capital Consultant, Senior Associate
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Added 1mo ago
PwC
Finance Solutions - Treasury and Working Capital Consultant, Senior Associate
Boston, Massachusetts
Added 1mo ago
Project Finance & Consulting Senior Associate
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Added 2mo ago
CohnReznick
Project Finance & Consulting Senior Associate
Boston, Massachusetts
Added 2mo ago
Added 2d ago
Associate I - Tech Sponsor Finance (Boston)
First Citizens Bank·Boston, Massachusetts
Job functions:
$90k - $110k/yr
Hybrid
High school diploma or GED
10,000+ employees
Job Description
Overview:
Responsible for supporting the underwriting and execution of debt transactions and portfolio management for sponsor finance portfolio management companies. Assists the sponsor finance team in various aspects of the credit lifecycle, including financial analysis, documentation preparation, and portfolio monitoring. Also assists with various aspects of the deal process, working closely with senior team members to provide creative late-stage and leveraged capital solutions to clients, prospects and portfolio management companies.
Responsibilities:
Preferred Qualifications
If hired in MA, the base pay for this position is generally between $90,000 - $110,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
This is a hybrid role, with the expectation that time worked will regularly take place inside and outside of a company office.
Responsible for supporting the underwriting and execution of debt transactions and portfolio management for sponsor finance portfolio management companies. Assists the sponsor finance team in various aspects of the credit lifecycle, including financial analysis, documentation preparation, and portfolio monitoring. Also assists with various aspects of the deal process, working closely with senior team members to provide creative late-stage and leveraged capital solutions to clients, prospects and portfolio management companies.
- Credit Analysis and Underwriting - Assist in conducting financial analysis and due diligence on new opportunities and existing portfolio companies. Help prepare credit memorandums, financial models, and loan packages for approvals. Support the underwriting process for new loans, renewals, and credit actions related to modifications or changing risk. Aid in document preparation and assist in the loan closing process under senior team members' guidance. Prepare and spread financial statements. Analyze financial data and participate in the assessment of credit risk and loan structuring.
- Portfolio Management and Monitoring - Support proactive portfolio management by reviewing financial and other information to assess client situations and risk. Help maintain the loan portfolio database. Assist in preparing timely and accurate reporting for portfolio companies. Participate in monitoring covenant compliance. Assist in preparing quarterly portfolio reviews and analyses, including criticized loan submissions when necessary. Assist in preparing responses for ad-hoc assessments, for both internal and external reviews. Support the team in identifying potential issues within the portfolio.
- Documentation and Compliance - Assist in preparing and maintaining credit files. Ensure compliance with internal policies and regulatory requirements. Help gather and organize documentation for credit applications and renewals. Contribute to the preparation of covenant compliance reports. Support the team in ensuring all documentation is accurate, complete, and in line with bank policies and regulatory standards.
- Client Relationship Support - Participate in client meetings to gather information and understand client needs (under supervision). Assist in preparing materials for client presentations. Support the team in developing and maintaining client relationships. Collaborate with Relationship Managers and other team members to deliver credit solutions to clients. Assist in gathering client information. Respond to basic client inquiries. Contribute to the maintenance of client relationships through timely and accurate communication. Take notes on material updates and opportunities.
Basic Requirements
- Bachelor’s degree OR HS Diploma or GED with 4 years of relevant experience in leveraged finance, investment banking or commercial finance role.
Preferred Qualifications
- One or more years’ experience in either a leveraged finance, investment banking, or commercial finance role
- Bachelor’s degree or equivalent
- Formal credit training program
- Highly proficient at researching information and identifying trends and anomalies
- Extremely adept at understanding and interpreting requests
- Strong understanding of financial accounting with financial modeling experience
- Highly organized with strong attention to detail
- Highly skilled at developing strong, positive relationships with external clients and internal partners
- Excellent communication skills capable of explaining information in a clear and concise manner while adapting delivery depending on the audience and influencing decisions in the best interest of the client
- Professional, thorough, and organized with strong follow-up skills
- Excels in a team environment and very proactive in responding to clients
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Responds positively and quickly to constructive feedback
If hired in MA, the base pay for this position is generally between $90,000 - $110,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
First Citizens Bank
Associate I - Tech Sponsor Finance (Boston)
Boston, Massachusetts
Added 2d ago10,000+ employees
Job functions:
$90k - $110k/yr
Hybrid
High school diploma or GED
Job Description
Overview:
Responsible for supporting the underwriting and execution of debt transactions and portfolio management for sponsor finance portfolio management companies. Assists the sponsor finance team in various aspects of the credit lifecycle, including financial analysis, documentation preparation, and portfolio monitoring. Also assists with various aspects of the deal process, working closely with senior team members to provide creative late-stage and leveraged capital solutions to clients, prospects and portfolio management companies.
Responsibilities:
Preferred Qualifications
If hired in MA, the base pay for this position is generally between $90,000 - $110,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
This is a hybrid role, with the expectation that time worked will regularly take place inside and outside of a company office.
Responsible for supporting the underwriting and execution of debt transactions and portfolio management for sponsor finance portfolio management companies. Assists the sponsor finance team in various aspects of the credit lifecycle, including financial analysis, documentation preparation, and portfolio monitoring. Also assists with various aspects of the deal process, working closely with senior team members to provide creative late-stage and leveraged capital solutions to clients, prospects and portfolio management companies.
- Credit Analysis and Underwriting - Assist in conducting financial analysis and due diligence on new opportunities and existing portfolio companies. Help prepare credit memorandums, financial models, and loan packages for approvals. Support the underwriting process for new loans, renewals, and credit actions related to modifications or changing risk. Aid in document preparation and assist in the loan closing process under senior team members' guidance. Prepare and spread financial statements. Analyze financial data and participate in the assessment of credit risk and loan structuring.
- Portfolio Management and Monitoring - Support proactive portfolio management by reviewing financial and other information to assess client situations and risk. Help maintain the loan portfolio database. Assist in preparing timely and accurate reporting for portfolio companies. Participate in monitoring covenant compliance. Assist in preparing quarterly portfolio reviews and analyses, including criticized loan submissions when necessary. Assist in preparing responses for ad-hoc assessments, for both internal and external reviews. Support the team in identifying potential issues within the portfolio.
- Documentation and Compliance - Assist in preparing and maintaining credit files. Ensure compliance with internal policies and regulatory requirements. Help gather and organize documentation for credit applications and renewals. Contribute to the preparation of covenant compliance reports. Support the team in ensuring all documentation is accurate, complete, and in line with bank policies and regulatory standards.
- Client Relationship Support - Participate in client meetings to gather information and understand client needs (under supervision). Assist in preparing materials for client presentations. Support the team in developing and maintaining client relationships. Collaborate with Relationship Managers and other team members to deliver credit solutions to clients. Assist in gathering client information. Respond to basic client inquiries. Contribute to the maintenance of client relationships through timely and accurate communication. Take notes on material updates and opportunities.
Basic Requirements
- Bachelor’s degree OR HS Diploma or GED with 4 years of relevant experience in leveraged finance, investment banking or commercial finance role.
Preferred Qualifications
- One or more years’ experience in either a leveraged finance, investment banking, or commercial finance role
- Bachelor’s degree or equivalent
- Formal credit training program
- Highly proficient at researching information and identifying trends and anomalies
- Extremely adept at understanding and interpreting requests
- Strong understanding of financial accounting with financial modeling experience
- Highly organized with strong attention to detail
- Highly skilled at developing strong, positive relationships with external clients and internal partners
- Excellent communication skills capable of explaining information in a clear and concise manner while adapting delivery depending on the audience and influencing decisions in the best interest of the client
- Professional, thorough, and organized with strong follow-up skills
- Excels in a team environment and very proactive in responding to clients
- Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Responds positively and quickly to constructive feedback
If hired in MA, the base pay for this position is generally between $90,000 - $110,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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Find Finance Associate JobsFinance Associate Job Market in Boston
Who's Hiring
Top Industries Hiring
- Law & Legal Services
Finance Associate Jobs in Boston: Frequently Asked Questions
How do I get a finance associate job in Boston?
Focus your search on Boston's Financial District, Back Bay, and Seaport, where asset managers, private equity firms, regional banks, and insurance companies concentrate most of their finance hiring. Candidates with CFA candidacy, experience in financial modeling, or familiarity with fund accounting stand out in Boston's heavily investment-oriented market. Networking through Boston's finance community and targeting firms with strong local presences gives you a meaningful edge.
Which companies hire finance associates in Boston?
Employers hiring finance associates in Boston right now include PwC, Bain Capital, and Vaco, based on current listings on Migrate Mate as of August 2026. Boston's market draws a mix of global asset managers, regional investment banks, insurance carriers, and financial technology firms, all of which hire associates across investment, corporate finance, and operations functions.
Are there remote finance associate jobs in Boston?
Yes, though availability depends on the role type. Analytical and reporting-focused positions are more remote-friendly, while roles tied to trading, client services, or fund operations typically require on-site presence. About 50% of finance associate openings tied to Boston are remote or hybrid as of August 2026, with hybrid arrangements most common among Back Bay and Seaport employers.
How can I get a finance associate job in Boston with little or no experience?
The most realistic entry path in Boston is targeting rotational programs or analyst roles at regional banks, insurance companies, and mid-size asset managers that actively hire recent graduates. Boston's large university ecosystem means firms like Fidelity, State Street, and John Hancock run structured entry-level pipelines. Pursuing a CFA Level I and building financial modeling skills in Excel before applying significantly improves your chances with local employers.
Which industries hire the most finance associates in Boston?
Boston finance associate roles concentrate in Law & Legal Services, based on current listings on Migrate Mate as of August 2026. Boston's position as one of the country's top asset management hubs, combined with its strong insurance and healthcare finance sectors, keeps demand for finance associates consistently high across those industries.
Related Jobs in Massachusetts
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