Private Equity Client Operations & Reporting Associate
Aumni
TwinThread is seeking an associate to join its Information Management Group in New York. This role involves managing client portfolios for private equity funds, evaluating investment information, and supporting portfolio managers. The associate will analyze transaction activity, prepare financial reports, and develop workflows for transaction reporting. Candidates should have over 3 years of experience in accounting with private equity exposure, a Bachelor's in accounting or equivalent, and strong analytical and communication skills. #J-18808-Ljbffr Aumni
- ...financial services firm is seeking an Associate to join its Information... ...accounting experience, preferably in private equity. Responsibilities include managing client portfolios, evaluating... ...information, preparing financial reports, and developing workflows for accurate...Employment EquityPrivate client
- The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management... ...role involves managing client portfolios allocated to... ...preparing financial reports. The associate will also... ...years of accounting and operational experience, with specific...Employment EquityPrivate client
- ...Workplace Operations Associate Cambridge Associates ("CA") is a leading... ..., and ultra-high net worth private clients implement and manage custom... ...requests and resolve incidents reported in Service Portal.... ...qualifications, as well as internal equity. The firm is committed...Employment EquityPrivate clientWork experience placementWork at officeLocal areaWorldwideNight shift
$113.4k
Job Duties Associate, Regulatory Reporting - Trade Level with Goldman Sachs Services LLC in New York, New York. Work with data analytics over large... ...of new controls.) Work with financial products including equities, fixed income, exchange traded derivatives, OTC...Employment Equity- JPMorgan Chase is seeking an Associate in its Information Management Group in New York to manage client portfolios allocated to private equity funds. Responsibilities include evaluating investment... ...activities, and preparing financial reports. Candidates must have 3+ years of...Employment EquityPrivate client
$72k - $80k
...apply for the Security Operations Coordinator role at... ...security solutions for private clients and corporations... ...day-to-day tasks. Edit reports submitted by staff and... ...that promote diversity, equity, and inclusion,... ...00 2 days ago Senior Associate, Global Security, Corporate...Employment EquityPrivate clientFull timeCurrently hiringWork at officeImmediate startRemote workVisa sponsorshipMonday to FridayShift workAfternoon shift- ...Interim Fund CFO – Private Equity (4–6 Month Contract) Remote (with... ...support one of our private equity clients during an executive... ...aspects of fund-level finance and reporting. This includes managing a... ...Enhance internal controls, operational procedures, and reporting processes...Employment EquityPrivate clientContract workInterim roleRemote work
- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily... ...Office (GSFO), part of the Private Wealth Management division,... ...ultra-high-net-worth (UHNW) clients and institutional family offices... ...client relationships. Guide operational setup, governance frameworks,...Private clientWork at office
- ...Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have over five years of experience in private...Employment EquityPrivate client
$80k - $100k
...opportunity: Stepful is hiring a Legal Operations Associate to support our Legal, Compliance &... ...operational support role, you'll own reporting deadlines and submissions, maintain licensing... ...and Compensation: Meaningful Equity Stake Subsidized Medical, Dental, and...Employment EquityWork at office3 days per week- Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial reporting, capital activity, and investor communications, making it ideal for those with a strong background in private...Employment EquityPrivate client
$100k - $115k
...Fund Accounting Opportunity Supporting Private Equity Fund in NYC | Hybrid Our client, a growing fund administration firm that specializes in... ...experience who wants meaningful exposure to fund operations, investor reporting, capital activity, and client interaction. Responsibilities...Employment EquityPrivate client$110k - $160k
...commensurate with experience), plus equity About the Company Our... ...a hybrid role, roughly half client-facing consulting and half... ...to engineering. You will report directly to the founder. The... ...consulting, or startup strategy and operations Sharp, analytical, and...Employment EquityWork at office- ...RESIG), the largest real estate private equity fund administrator by funds... ...environment and providing clients with exceptional services.... ...of Investments, Statement of Operations, Statement of Cash Flows, and... ...Prepare Partner Capital reports including Partner P&L. Prepare...Employment EquityPrivate clientLocal area
- A financial advisory firm is seeking a Manager - FP&A SAAS to support private equity clients. The role involves developing financial frameworks, reporting, and enhancing the finance function. Candidates should have at least 5 years in FP&A, ideally within the Software/...Employment EquityPrivate clientRemote job
$110k - $150k
...covering investment banking, private equity, wealth & asset... ...teams to deliver full client-ready documents (slide... ...precision matter. We operate with SOC-2 compliance,... ...Strategy & Operations Associate, you'll be the connective... ...background screening reports about you, solely for...Employment EquityLocal areaRemote work$140k - $180k
...agentic workforce gets more clients in the door, grows profit per... ...function. As a Strategy and Operations Manager, you'll be aligned to... ...Tuesdays and Thursdays. You will report to a functional leader... ...between $140,000-$180,000 + target equity + benefits. The base salary...Employment EquityWork at officeHome officeFlexible hours3 days per week- JPMorganChase is seeking an associate for its Private Equity Group in New York. This role focuses on managing client portfolios, evaluating investment information, and supporting... ...analyze transactions, prepare financial reports, and ensure accurate transaction reporting....Employment Equity
- D&O/ML Broker - Private Equity & Transactional Risk Location: New York... ...insurance team is seeking an Associate Broker/ Broker with D&O experience... ...and transactional risk clients across a range of complex... ...data. Prepare client-facing reports, presentations, and insurance...Employment EquityPrivate client
- ...Operations Analyst Santa Monica, CA / Manhattan, NY JOB... ...portfolio management, and client service teams. This... ...all aspects of client reporting, evaluating... ...We are a $3.0 billion private client affiliate of Angeles... ...cash flows for private equity and private credit funds...Employment EquityPrivate clientWork at officeLocal area
- ...Associate Vice President, Asset Based Financing Operations About the Company Globally renowned... ...Estate Type Privately Held, Private Equity-backed About the... ...aspects of private client mandates, with a key... ...teams, conduct ad hoc reporting, and ensure operational...Employment EquityPrivate clientWork at office
$100k - $150k
...Health is building the clinical operating system for modern... ...are hiring an AI Operations Associate to design, build, and scale the... ...value as the company grows. Reporting to the Co-Founder & CEO, Albert... ...cash) : $100,000-$150,000. Equity : Competitive equity package...Employment EquityFlexible hours- ...Product Portfolio Strategy & Operations Senior Associate Join Post Trade... ..., and produce senior-ready reporting on progress, risks, and actions... ...institutional and government clients under the J.P. Morgan and Chase... ...of cash and/or forfeitable equity, awarded in recognition of...Employment Equity
$110k - $130k
..., marquee enterprise clients, and a business that... ...is highest. This role reports into the Chief of Staff... ...hire for our operating team and one of the highest... ...Strategy & Operations Associate, you will work... ...investment banking or private equity, a hyper-growth startup...Employment EquityRemote workFlexible hoursShift work- ...seeks a versatile and driven Business Operations Associate to join our team. In this role, you'... ...one, such as: Preparing the investor report, identifying high-priority prospects,... ...or experience in a venture capital, private equity. ~ Previous Business Operations experience...Employment EquityWork at officeRemote workRelocationFlexible hours
- ...Job Description Trading Operations – NY or Miami Position Overview... ...support Portfolio Managers, Associate Portfolio Managers and trading... ...all items on the Daily Fail Report. Review and approve daily... ...options, digital FX options, Equity TRS, Bond TRS, TBAs, STIPS, Bond...Employment EquityWork at officeRemote work
$110k - $150k
...days per week in office) As a Business Operations Associate, you'll keep operations running... ...our internal teams and customers. You'll report to our VP of People. Day to day, you'll... ...customer-facing work Reimbursements, equity issuances, and cap-table upkeep NDAs,...Employment EquityFull timeWork at officeShift work3 days per week- ...Business Analyst - Institutional Private Client Fundraising Location:... ...XLOOKUP, data analysis, and reporting . ~ Direct experience... ...Private Clients, Private Equity, Hedge Funds, or Asset Management... ...and capital raising operations. Exposure to data governance...Employment EquityPrivate clientContract workLocal area3 days per week
- ...corporations, financial institutions, private equity sponsors, and sovereign... ...Opportunity As a Capital Markets Associate, you will play a key role in advising clients on sophisticated domestic and... ...disclosure obligations, and ongoing reporting requirements. You will also...Employment EquityPrivate client
$85k - $95k
...the management of private investments,... ...funds, and private equity, make up roughly... ...errors, inconsistent reporting, and lost... ...serving over 400 clients, including several... ...looking for a Senior Associate to support Arch’... ...You’ll focus on operational execution, data quality...Employment EquityFull timeWork at officeRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Equity Client Operations & Reporting Associate. Be the first to apply!
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client engagement associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client solutions associate New York, NY
- field operations specialist New York, NY
- customer service operations specialist New York, NY
- operations associate New York, NY



