Job Overview – Business Operations Associate (Private Equity):
Compensation: $100,000 – $115,000/year + bonus
Location: Stamford, CT
Schedule: Monday to Friday (Hybrid)
Support strategic financial and compliance operations as a Business Operations Associate with our client in Stamford, CT (Hybrid). Collaborate closely with the CFO and cross-functional teams to manage fund accounting, investor reporting, compliance administration, and audit coordination. This role is ideal for a CPA looking to leverage audit or tax expertise within a dynamic private equity environment.
Responsibilities as the Business Operations Associate:
- Financial Reporting & Accounting: Collaborate with the CFO on fund accounting, capital allocations, and fee calculations.
- Investor & Regulatory Reporting: Support timely investor reports, SEC filings, and regulatory compliance documentation.
- Audit & Compliance: Coordinate with auditors on year-end statements and assist with SEC compliance programs.
- Expense & Cash Management: Monitor fund expenses, develop reporting tools, and help manage cash needs.
- Tax Support & Documentation: Prepare tax schedules and maintain records for audits and compliance.
- Third-Party & Investor Relations: Manage external vendor relationships and assist in investor communications.
Qualifications for the Business Operations Associate:
- Education: Bachelor’s degree in Accounting, Finance, or a related field is required.
- Certification: CPA certification is required.
- Experience: 1-4 years in public accounting, preferably with an audit or tax focus, and exposure to investment management or private equity clients.
- Technical Skills: Proficient in Microsoft Excel and financial reporting software, with experience in fund accounting systems and SEC filing processes.
- Industry Knowledge: Understanding of private equity fund structures, capital call/distribution mechanics, and compliance requirements.
- Skills & Attributes: Detail-oriented and proactive with strong communication skills, able to manage multiple deadlines and collaborate across teams effectively.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.