Finance Associate - Alternative Investment Firm
We are seeking a detail-oriented Finance Associate looking for their next (or first!) opportunity to build hands-on experience across alternative investments. This role is ideal for an early-career accounting or finance professional coming from public accounting or fund accounting who is looking to transition into an in-house role with broad exposure and strong long-term growth.
Company / Team / Position highlights:
- Strong work / life balance within a collaborative team environment
- High-caliber team with thoughtful leadership and strong mentorship
- Casual business dress code
- Competitive compensation package including base salary, annual bonus, profit sharing, and comprehensive benefits
- Broad responsibilities with meaningful ownership; support monthly and quarterly close processes, assist with financial reporting, reconciliations, capital activity, and valuation-related analysis, review reporting and executed materials from external managers and administrators, analyze trends and performance drivers, and propose enhancements to reporting workflows, capital close, and general ledger processes
- Global investment platform with exposure to diverse alternative investment strategies and geographies
Qualifications:
- Relevant experience in public accounting, fund accounting, or financial services
- Experience supporting monthly and quarterly close processes
- Strong written and verbal communication skills, including the ability to prepare workpapers relied upon by internal and external parties
- High attention to detail with the ability to multitask and manage priorities
- Proficiency in Excel
- Team-oriented, intellectually curious, and interested in alternative investments
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