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Finance Senior Associate, Private Equity
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-02-28
Listing for:
Atlantic Group
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Reporting, CFO
Job Description & How to Apply Below
- Oversee fund accounting and reporting, including financial statements, investor reports, capital calls/distributions, management fees, and fund-level waterfalls.
- Manage relationships with fund administrators, external auditors, and legal counsel to ensure compliance with partnership agreements and regulatory requirements.
- Support fund liquidity, forecasting, and portfolio valuation processes, including internal and external stakeholder reporting.
- Lead investor communications, due diligence requests, and preparation of comprehensive fund and portfolio performance reports.
- Maintain and enhance portfolio monitoring systems, financial models, and reporting tools; drive automation, process improvements, and data governance initiatives.
- Collaborate closely with Controller, CFO, and investment teams on accounting, operational functions, portfolio company reporting, and board meetings.
Key
Qualifications:
- 3+ years of relevant direct Private Equity experience.
- Data mining experience - you know how to pull data/produce reports for internal and external stakeholders
- Experience with financial accounting and with US GAAP.
- Bachelor’s degree in Accounting or Finance required
Preferred
Qualification:
- Advanced SQL, Power BI, Alteryx, Tableau, Workiva, etc.
Position Requirements
10+ Years
work experience
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