What are the responsibilities and job description for the Capital Calls Specialist Senior Associate position at Beech Valley Solutions?
An international CPA Firm is seeking a Capital Calls Specialist – Sr Associate Level to join their client engagement team.
Key Objectives & Responsibilities
Manage capital call process from start to finish for acquisitions, follow-on investments, and refinancing activities.
Coordinate with Acquisitions and Asset Management teams to determine capital requirements and prepare call memos.
Calculate fees, track FX/hedging if needed, ensure correct allocations to limited partners, and reconcile with accounting.
Oversee or support the approval workflow for calls, ensuring all supporting documentation is accurate and complete.
Must-Have Qualifications
Private equity fund operations experience with hands-on capital calls and allocations knowledge.
Strong analytical and Excel skills to track and allocate capital accurately.
Understanding of private equity documentation (memos, side letters, partnership agreements) and the ability to work with various internal stakeholders.
Excellent organization and communication skills; able to operate under tight deadlines.
Location & Timing
Preferably in New York to integrate with the current team and respond quickly to urgent requests.
ASAP Start
40 hours per week
6 month engagement with strong likelihood to extend to 12 months or convert to perm!
