Senior Financial Analyst

3 weeks ago

Greenwich, United States Atlantic Group Full time

Company: $3B+ Private Equity Fund

Role: Senior Financial Analyst/Accountant

Location: Greenwich, CT - 5 days in office

Compensation: $115k - $135k base plus 20 - 25% bonus

About the Position:

This is a unique opportunity to join a PE fund with lots of exposure and room for growth. The candidate will join the finance team and report to the CFO. The candidate will also be exposed to the Partners, Investor Relations, and Deal teams.

Responsibilities

Lead quarterly reporting timeline and review quarterly workpapers prepared by the fund administrator

Review financial statements and tax returns prior to issuance and lead respective processes/ timelines

Lead monthly preparation/ review of Management Company financial statements and budgeting using QuickBooks

Assist in the preparation of Quarterly Valuation Templates

Assist with managing deal-closing and onboarding procedures

Assist with maintaining a portfolio monitoring system

Maintain Investor CRM and Investor communication

Monitor Investor Portal

Assist with the preparation of Investor Reporting

Review Investor Confirmations prepared by administrator

Assist with implementing additional operational procedures, checklists, schedules, etc.

Assist with State tax estimates and other compliance filings to keep entities in good standing

Review management company accounts payable and receivable

Unique opportunity to sit in on Investment Committee, Portfolio Committee and Valuation Committee meetings

Requirements:

  • 3 - 6+ years accounting/finance experience within alternative asset management
  • CPA or parts passed
  • Public accounting foundation
  • Experience with credit and fixed income/bonds is a plus

ID# 37646

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