Senior Associate, Private Equity Finance & Analytics

Were partnering with one of the worlds leading alternative investment firms on a Senior Associate opportunity within its Private Equity Analytics team. This is a great fit for someone with a strong accounting or finance background who enjoys the technology side of their work and wants to move further into data analytics automation and AI.

The team works with complex private equity financial data to develop reporting analytics and tools used by Investor Relations investment teams and senior leadership. There is a strong emphasis on improving existing processes and building new solutions using Power BI Python AI-assisted coding and other technologies.

Much of the group comes from backgrounds beginning in accounting/finance and they are looking for someone with a similar mindset: someone who understands financial information is naturally curious about technology and enjoys solving problems. Prior programming experience is not required. This is an opportunity to develop those skills while gaining broader exposure across a global private equity platform.

Key Responsibilities

• Financial data and investor reporting: Prepare and deliver financial and operational data analysis and customized reporting to support investor requests fundraising and senior leadership.
• Data analytics: Work with complex private equity financial data to develop reporting tools dashboards and analytical solutions.
• Automation and process improvement: Identify manual or repetitive workflows and develop more efficient solutions using Excel Power BI Alteryx Python and other technologies.
• AI and technology initiatives: Help develop new tools and applications including leveraging AI-assisted coding and emerging technologies to improve reporting and analytics.
• Data quality and infrastructure: Partner with technology and data governance teams to improve data accuracy consistency and accessibility across the firms centralized data environment.
• Cross-functional collaboration: Work closely with Finance Investor Relations Investment Professionals Capital Markets and Technology teams on reporting analytics and broader data initiatives.

Qualifications

• Relevant experience in fund accounting public accounting audit financial reporting investment management or a similar finance/accounting environment
• Strong foundation in accounting and financial data with an interest in transitioning toward analytics automation and technology
• Exposure to private equity alternative investments or fund/partnership accounting preferred
• Experience with SQL Python Power BI DAX Alteryx or other data and reporting tools is a plus but not required
• Genuine curiosity about AI emerging technology and finding more efficient ways to work
• Strong analytical ability attention to detail communication skills and a proactive approach to problem-solving
• Accounting Finance or a related field; CPA or CFA designation (or progress toward either) is a plus