Associate – Finance Transactions

  • Location: Stamford, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #30890

Compensation: $80,000-$120,000 + bonus

Location: Stamford, CT

Leading Global Equity firm with more than four decades of experience is looking to add to its team a Finance Transactions Associate who will be a key member of the team that is responsible for supporting the global finance-related transaction operations.

Highlights About the Company & Position:

  • This role reports directly to the Vice President, Head of Transactions.
  • Work closely with the finance, accounting, tax, and treasury teams, but also with the investment deal team, internal and external legal counsel, and others.
  • Responsible for supporting global finance-related transaction operations.
  • Assist with preparing investor allocations for new and follow-on investments.
  • Monthly reconciliation of cash flow analysis for both investors and co-investors.


  • Finance or Accounting degree with a minimum of 3 – 5 years of work experience in a finance or accounting role.
  • Analytical and critical thinker.
  • Sharp attention to detail and the ability to deliver work product of high quality and accuracy.
  • Requires excellent time management with the ability to multi-task and deliver on deadlines.
  • Excellent Excel skills (lookups, macros, visual basic, pivot tables, etc.)
  • Technology-minded with the ability to master working with multiple system applications.
  • High integrity, trustworthiness, and ability to maintain confidentiality of sensitive information.
  • Team player with strong interpersonal skills conducive to working in a team environment.
  • Strong written and oral communication skills
  • Experience with Tableau, Anaplan, Alteryx, or similar data management & visualization tools is a plus.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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Job ID: 30890