Finance Associate (Private Equity)

Finance Associate or Senior Finance Associate - Westport, CT

Join a leading private investment firm specializing in supporting middle-market companies with strategic, flexible capital solutions. This role offers an excellent opportunity to grow your finance career alongside a collaborative team that values precision, integrity, and analytical thinking.

Finance Associate Benefits & Compensation

• Competitive compensation package plus annual performance bonus.
• Comprehensive health, dental, and vision benefits.
• Meaningful professional development and mentorship opportunities.
• Exposure to portfolio operations and high-level firm strategy.
• Collaborative, tight-knit team culture.

Finance Associate Requirements & Qualifications

• 2-3 years of relevant finance or accounting experience (Public Accounting, Private Credit/Equity operations, or investment fund finance roles).
• Proficient in financial statements, GAAP , NAV , IRR , and partnership accounting concepts.
• Demonstrated experience working with fund structures, capital calls/distributions, and IRR calculations.
• Strong organizational skills and accountability, especially in deadline-driven settings.
• Self-motivated with excellent communication skills for collaborating across teams and with stakeholders.
• Ability to work onsite in Westport, CT at least 4 days per week (1 remote day flexibility).

Finance Associate Preferred Background & Skills

• Experience with SBIC funds .
• Familiarity with fund accounting systems and advanced Excel/financial analysis skills.

Finance Associate Day-to-Day Responsibilities

• Take ownership of invoice management and wire preparation processes.
• Provide initial review of interest schedules and facilitate payment requests from portfolio companies.
• Prepare and book weekly journal entries for management company activities.
• Support financial operations and reporting for SBIC and institutional funds.
• Prepare and review monthly, quarterly, and annual financial statements and investor reporting packages.
• Assist with capital calls, distributions, waterfall schedules, and partner allocations.
• Maintain accurate fund performance metrics, including NAV and IRR calculations.
• Liaise with third-party administrators, auditors, tax preparers, and banking partners.
• Participate in valuation, treasury management, and audit-related processes.
• Ensure compliance with internal controls and maintain documentation standards.
• Contribute to process improvements across reporting, systems, and operational workflows.
• Assist with ad hoc investor relations and compliance requests.