Job Description
Job Description
A leading private equity and structured capital investment firm focused on supporting the growth of middle-market companies. We partner closely with founders and leadership teams to deploy flexible, solutions-oriented capital. We are seeking a Finance Associate or Senior Finance Associate to join our Finance & Operations team in Westport, CT.
This is an opportunity to grow your private equity finance career with a collaborative team that values precision, accountability, and strong analytical thinking.
What You’ll Do
- Support the financial operations and reporting across multiple SPCs / fund entities
- Prepare and review monthly, quarterly, and annual financial statements and investor reporting packages
- Assist with capital calls, distributions, waterfall schedules, and partner allocations
- Support NAV calculations and maintenance of fund performance metrics, including Net IRR
- Liaise with third-party fund administrators, auditors, tax preparers, and banking partners
- Participate in valuation models, portfolio monitoring, treasury management, and audit processes
- Ensure compliance with internal controls and documentation standards
- Contribute to process improvements across reporting, systems, and workflow operations
What You Bring
- 2–4+ years of relevant finance or accounting experience
- Backgrounds may include: Fund Administration, Public Accounting (Audit), Private Equity / Venture Capital Operations, or Investment Fund Finance roles
- Experience working with SPVs/SPCs, fund structures, capital call processes, and investor reporting
- Proficiency in financial statements, GAAP, NAV, IRR, and partnership accounting concepts
- Strong Excel and financial analysis capability; familiarity with fund accounting systems a plus
- Excellent communication skills—able to interface with internal and external stakeholders professionally
- Highly detail-oriented, organized, and accountable in a fast-paced investment environment
- Ability to be onsite 4 days/week in Westport, CT (1 remote day flexibility)
Why Join
- Collaborative, tight-knit team environment
- Exposure to portfolio operations and firm-level strategy
- Meaningful professional growth and mentorship
- Competitive compensation + performance bonus + benefits