Board
This role involves overseeing investor transactions in private equity or hedge fund vehicles to ensure accurate trade-flow reporting and facilitate investor trade settlement. The position requires evaluating trade waivers, coordinating vendor relationships, and resolving product servicing issues to improve internal controls and operational processes. The ideal candidate will lead ad hoc projects within the Shareholder Services group while implementing process enhancements.
Headquarters
Boston, Massachusetts, United States
Company Size
501-1000 employees
Founded
1994
Board is an enterprise planning platform that combines analytics, modeling and agentic AI to enable continuous planning across finance and operations. Its AI-powered agents automate forecasting and scenario modeling to improve forecast accuracy and keep plans up to date in real time. By unifying data, planning logic and analytics, Board helps finance and operational teams make aligned, data-driven decisions. Organizations use it to shorten planning cycles, increase forecast confidence, and drive coordinated operational and financial outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Board.
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