Financial Operations Associate (Private Equity)

• Location: Greenwich, CT
• Type: Perm (Contingency)
• Job #43270
• Salary: $100,000
  
  

Job Overview – Financial Operations Associate (Private Equity):

Step into a pivotal role with our client as a Financial Operations Associate (Private Equity) in Greenwich, CT. This hybrid position is ideal for a finance professional with a background in audit, transaction advisory, or fund operations looking to transition into investment management. Reporting to the CFO, you will help scale financial operations, implement portfolio monitoring systems, and support investment decisions across portfolio companies.

Compensation: $100,000 – $120,000/year bonus

Location: Greenwich, CT

Schedule: Monday to Friday (Hybrid)

Responsibilities as the Financial Operations Associate (Private Equity):

• System Implementation: Develop portfolio monitoring systems, reporting templates, and financial workflows.
• Portfolio Operations: Optimize financial reporting, funding processes, and governance frameworks.
• Investment Support: Manage cap tables, equity documentation, and due diligence analysis.
• Deal Execution: Support portfolio company onboarding and financial integration.
• Board & Compliance Coordination: Prepare materials for board meetings and ensure regulatory compliance.
• Operational Efficiency: Work with the CFO to improve reporting accuracy and streamline firm-wide operations.
  
  

Qualifications for the Financial Operations Associate (Private Equity):

• Education: Bachelor’s degree in Accounting, Finance, Economics, or a related field required.
• Experience: 2-4 years of experience in Big 4 Transaction Advisory, Audit, or Fund Administration/Operations.
• Certification: CPA preferred.
• Technical Proficiency: Advanced Microsoft Office skills with experience in financial systems, automation tools, SQL, Tableau, and equity management platforms like Carta.
• Skills & Attributes: Detail-oriented and process-driven with strong problem-solving skills, able to work independently in a fast-paced investment environment.
• Industry Knowledge: Understanding of private equity, venture capital, and fund structures preferred.
  
  

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.