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
$90k - $130k
...seeks a Senior Investor Services Analyst in New York to support investor relations and accounting for private equity clients. The position involves data collection, reporting, and managing cash flow projections, along with ESG and fundraising data requests. Applicants...Employment EquityPrivate client$78.5k - $163k
...corporations, law firms, banks and private equity firms on their most important issues... ...About the Role We focus on our clients’ strategic, operational, financial, and capital needs by addressing... ...’s Investment Administration and Reporting subpractice in Real Estate...Employment EquityPrivate clientFull timeWork experience placementRemote workVisa sponsorshipWork visaFlexible hours$95k - $160k
...perspectives that help our clients achieve their most critical... ...Services (TAS) team assists private equity and corporate clients by providing... ..., Accounting and Financial Reporting (TAS/AFR) practice is... ...growing. We are looking for a new associate.Our AFR advisory team works...Employment EquityPrivate clientFull timeWorldwide$154.5k - $302k
...corporations, law firms, banks and private equity firms on their most important issues... ...practice focuses on our clients’ strategic, operational, financial and capital needs by addressing... ...timeliness of all financial reportingEnsure reporting is in compliance with legal...Employment EquityPrivate clientFull timeInterim roleWork at officeFlexible hours$161.93k - $269.88k
...Technical Accounting & Reporting. We are seeking... ...delivery to our clients. At Deloitte, we... ...day-to-day operations of IPO, SPAC, and... ...newly public and private clients to assist... ...SPACs, and other equity/debt offerings)Strong... ...geographic differential associated with the location...Employment EquityPrivate clientWork at officeLocal areaRemote workVisa sponsorship$128k - $252.5k
...Transactions team helps guide clients through their most... ...with corporate and private equity clients, this role... ...in M&A Finance & Operations (M&A Finance), you will... ...critical operational and reporting needs throughout the... ...activities associated with mergers, acquisitions...Employment EquityPrivate clientLocal area$145k - $300k
Stout is seeking a Senior Vice President/Director in New York, NY to lead income tax provision engagements for private equity and corporate clients. The ideal candidate will manage complex ASC 740 deliverables and supervise engagement teams. Experience in tax provision...Employment EquityPrivate clientFlexible hours$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- ...corporate and public finance), equity & fixed income research,... ...seeking a Senior Branch Operations Manager to join... ...offshore, and institutional clients. This role with have a dual reporting structure to the Branch... ...of Hire: Experienced Hires Division: Private ClientEmployment EquityPrivate clientWork at officeLocal area
- ...portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping... ..., accurate reconciliations, and high-quality client reporting, while leading onboarding and ongoing service #J-18...Private client
- # 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
$150k - $170k
...and public finance), equity & fixed income research... ...market-based strategies to clients in all major... ...candidate to fill an Associate position in our Global... ...on behalf of leading Private Equity clients. The Associate... ...ongoing client interaction reports are run efficiently....Employment EquityPrivate client$90k - $110k
Are you a financial reporting professional looking for an exciting next... ...to support complex client engagements and tackle technical... ...statements for both public and private clients, including disclosures... ...understanding of derivatives and equity valuation is preferred. •...Employment EquityPrivate clientRemote work- ...alternative investment operations in a dynamic... ...DescriptionAlternative Operations Associate OverviewThe... ...will support private credit and... ...financings, preferred equity, and bespoke structures... ...settlement and reporting of private loan... ...insurance and reinsurance clients.Enhance...Employment Equity
- ...IQ-EQ in New York is seeking a Senior Manager for Private Equity Fund Accounting to oversee fund operations, financial reporting, and investor communications. You will supervise client deliverables, review complex fund calculations, and drive process improvements across...Employment EquityPrivate client
- ...an Accounting Manager to join its New Jersey team. You will support a dedicated set of venture capital and private equity clients, handling accounting, reporting, capital calls, and investor relations with a client-facing approach. The role emphasizes collaboration, learning...Employment EquityPrivate client
$130k - $180k
...proposals made to leadership teams Report on progress of strategic... ..., investment banking, private equity, management consulting, or similar... ...services to institutional clients, retail investors, and... ...employees across 57 locations operating in 26 countries and jurisdictions...Employment EquityPrivate clientFull timeTemporary work$156.65k - $222k
...functional stakeholdersDesign and manage operational cadences, processes, and programs to... ...data sets, data modeling, and strategic reporting. Presenting data-driven recommendations... ...156,650 - $222,000 + 15% bonus target + equity + benefits determined by role, level, and...Employment EquityFull timeWork at office$110k - $140k
...way to work in finance. As private equity’s value creation partner,... ...technology, and AI, we help clients drive value—supporting the... ...make your mark. AI Operations Associate The AI Operations Associate... ...Feed structured, reportable data into the measurement...Employment EquityFull timeWork at officeLocal areaRemote work2 days per week- ...advisory firm, supporting private equity clients through the full life-cycle... ...clients' legal, financial, and operational advisors. In addition, you'... ...detailed due diligence reports summarizing key findings and... ...candidates at all levels from (Associate to Director) 1-10 years of...Employment EquityPrivate clientPermanent employment
- ...global treasury and risk advisory firm to hire a Risk Consultant in New York City. Reporting to the Global Head of Risk Management, this individual will advise corporate and private equity clients on interest rate, foreign exchange, and inflation risk strategies while...Employment EquityPrivate client
- ...change, empowering our clients and people to realize... ...and other owners and operators of real estate. This partner... ...entities, and private businesses. Business investments... ...could include Private Equity and hedge funds.... ...Exposure to reporting and filings related to...Employment EquityPrivate clientFull timeWork at officeLocal areaImmediate start
- ...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 - $133k
The GTM Operations Associate - Channels & Alliances will join a global team driving Datadog's next... ...critical business operations, support reporting and business systems, and help scale... ...competitive benefits packageNew hire stock equity (RSUs) and employee stock purchase...Employment EquityWork at office$100k - $130k
...best way to help our clients and advance our... ...BBH is seeking an Associate for the Corporate... ...relationships with private business owner clients... ...Associate will report to a CAG officer... ...Lending, Private Equity), as well as with... ...including company operating models, comparable...Employment EquityPrivate clientFull timeLocal area$91k - $121k
...difference for every client, organization, and community... ...Triparty Allocation Associate/AVP is responsible for... ..., monitored, and reported in compliance with regulatory... ...hard-to-allocate equities and corporate bonds.Monitor... ...enhancements.Maintain operating procedures and task...Employment EquityFull timeWork at officeLocal areaRemote workDay shift$100k - $135k
...commitment to delivering real value to our clients.Our mission is to provide exceptional... ...type clients, such as hedge-fund, private equity, and other investment type individuals.... ...services.Working knowledge of foreign reporting requirements, including forms such as 9...Employment EquityPrivate clientFull timeLocal area3 days per week$99k - $108k
...does the team work on?Platform Operations is a department focused on... ...role?The Systems Operations Associate facilitates the delivery of scalable... ...for health insurance, equity awards, life insurance, disability... ...business operations reporting, data consolidation, and workflow...Employment EquityWork at officeLocal areaRemote workMonday to ThursdayFlexible hours
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