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 experienceBackgrounds 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 reportingProficiency in financial statements , GAAP, NAV, IRR, and partnership accounting conceptsStrong Excel and financial analysis capability; familiarity with fund accounting systems a plusExcellent communication skills—able to interface with internal and external stakeholders professionallyHighly detail-oriented , organized, and accountable in a fast-paced investment environmentAbility to be onsite 4 days / week in Westport, CT (1 remote day flexibility)Why Join
Collaborative, tight-knit team environmentExposure to portfolio operations and firm-level strategyMeaningful professional growth and mentorshipCompetitive compensation + performance bonus + benefits