Finance Associate

  • Location: Greenwich, CT, Connecticut
  • Type: Perm (Contingency)
  • Job #32107
  • Salary: $100,000.00

Compensation: $100,000-$140,000 + bonus
Location: Greenwich, CT

Private equity firm is looking for a Finance Associate to work closely with the Operations Manager and Chief Financial Officer, CFO. This position is responsible for building out the firm's financial reporting capabilities. 

Highlights About the Company & Position:

  • Manage borrowing base calculations for multiple subscription line and asset base lending leverage facilities.
  • Assist with platform liquidity management, capacity analysis and cash forecasting.
  • Review and analysis of monthly compliance reporting.
  • Reconciliation and review of leverage facility payment waterfall.
  • Interact and reconcile information with collateral agents and leverage providers.
  • Produce comprehensive fund reports detailing fund, investment, portfolio and platform-level performance and exposure analytics.
  • Develop models to produce reports and analysis for internal and external reporting requirements.
  • Preparation and review of various recurring reports and other deliverables provided to investors and internal management.
  • Work with outsourced managed service provider on automation projects for reporting and team processes.


  • 3 – 5 years of experiencing working in accounting, capital markets, or loan servicing/operations required.
  • Bachelor’s degree in Accounting or Finance required. 
  • Proficiency with Microsoft Excel specifically advanced knowledge in tables, dynamic ranges, pivot tables and macros. 
  • Experience with Tableau or similar data management & visualization tools is a preferred.

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: 32107