Associate

• Evaluate financial and investment data to support portfolio decisions and broader business initiatives
• Prepare recurring and ad hoc reports that track fund performance, investment results, and key metrics for internal and investor-facing needs
• Monitor portfolio activity and develop analysis that helps identify trends, risks, and performance drivers across investments
• Build and maintain financial models, presentations, and summary materials for leadership and other stakeholders
• Review cash flow activity and assist with tracking capital movements and other core fund operations
• Contribute to distribution and waterfall analyses when applicable to investment structures
• Work with cross-functional teams to strengthen reporting quality and improve the efficiency of operating processes
• Handle special projects and custom financial analysis as business needs evolve

• At least 2 years of experience in private equity, hedge funds, family offices, or a comparable investment-focused setting
• Demonstrated strength in analytical thinking and quantitative problem-solving
• Advanced Excel skills with hands-on experience in financial modeling
• Background in portfolio analysis, investment reporting, or fund operations is strongly preferred
• Familiarity with waterfall calculations is helpful, though not required
• High level of accuracy with strong attention to detail
• Ability to balance multiple deadlines while staying organized and responsive
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline is preferred

Familiarity with waterfall calculations is helpful, though not required

• Medical, vision, dental, and life and disability insurance
• Enrollment in company 401(k) plan for contract/temporary professionals