Private Equity Finance Associate

Overview

Senior Finance Associate opportunity with a Middle Market Private Equity & Credit Fund in NYC!

The team is looking for a bright, detail oriented, and inquisitive problem solver, who can evaluate and enhance processes and work cross functionally with a variety of businesses across the firm.

• Middle Market Private Equity / Credit Fund
• Role will focus more on the Credit side
• 20B AUM
• HQ in Midtown, NYC
• Hybrid in office
• 401K + Match
• All meals covered, gym memberships, other fringe benefits
• Very tight knit team, low turnover, lots of growth potential
• Company outings, events, philanthropy opportunities
• Great hours! On average 9AM-6PM
• Stable environment, has been around for 40+ years

• Support complex private credit funds and vehicles, including multi-series funds, special purpose vehicles, warehouse facilities, feeder funds, and co-investment vehicles.
• Prepare and review capital activity including capital calls, capital contributions, distributions, and fee and expense allocations for private credit vehicles.
• Assist with preparation of investor reporting, including portfolio performance metrics
• Support investor requests and provide general investor relations assistance
• Coordinate with the investment and deal teams to compile and review quarterly portfolio valuations for credit investments
• Work closely with Operations, Legal, and Treasury teams to support deal closings
• Participate in technology and process improvement initiatives to enhance efficiency
• Assist the broader Finance team as needed.
• Support ad hoc analyses, reporting requests, and special projects