Finance Associate

Job Description

Some roles teach you a function. This one teaches you a business.

Join a highly regarded investment firm known for applying data, technology, and quantitative research drive investment decisions.

This is a finance role for people who enjoy solving problems, improving processes, and leveraging technology to make work simple and efficient. You'll gain exposure across treasury, finance, reporting, operations, and technology while helping improve how work gets done through automation, data, and AI-enabled tools. If you're someone who enjoys understanding the "why" behind processes and finding better ways to solve problems, this may be worth a closer look.

What You'll Work On

• Treasury & cash management
• Finance and operational reporting
• Process improvement and workflow automation
• Data analysis and decision support
• Cross-functional projects with business and technology teams
• Exposure to fund finance, operations, and broader business initiatives

Who Might Be a Fit

We're open to a variety of backgrounds, including:

• Fund Finance
• Treasury
• Accounting
• Operations / Middle Office
• Investment Banking
• Capital Markets / Trading
• Finance professionals with strong technical or automation skills: Python, AI tools, SQL, Alteryx, Power BI, Tableau, or automation technologies
• No prior tax experience required. The team will provide training.

You'll Enjoy This Role If

• You naturally ask "why" and enjoy understanding how things work
• You look for better, faster, or more efficient ways to solve problems
• You enjoy working with data, technology, and automation
• You want broader business exposure rather than staying within one finance function
• You enjoy learning and taking on new challenges

What We're Looking For

• 2-4 years of experience in finance, treasury, accounting, fund finance, operations, investment banking, capital markets, or another analytically rigorous environment
• Strong academics (3.5+ GPA required)
• Analytical and quantitative mindset
• Advanced Python and Excel skills
• Intellectual curiosity
• Interest in automation, AI, or process improvement
• Strong communication and collaboration skills

The Bigger Picture

Rather than spending years focused on a single finance function, you'll gain exposure across treasury, fund finance, operations, reporting, and technology while developing skills in automation, data, and AI. For professionals looking to broaden their perspective and accelerate their development, this offers a uniquely well-rounded career opportunity.