Private Equity - Portfolio Analytics Senior Associate
🔒 Direct submission to hiring team • Zero candidate fees
Role & Company Overview
📋 Role Overview & Responsibilities
Firm: Fund of Fund with <$20 billion aumLocation: 3x a week in greater HartfordTitle: Senior Associate
- Excellent benefits and culture!
Description:Analyze quarterly investment report valuations for valuation changesPrepare performance returns (IRR, TWR, Multiples)Prepare quarterly investor reportingAssist investment management team with portfolio monitoringProcess any investment amendmentsPrepare ad-hoc reporting to Investor Relations for presentations
Requirements:4+ years of accounting and/or performance reporting experience in the Investment Management practice at a public accounting CPA firmBachelors degree completedProficient in Microsoft Office SuiteCPA is a plus but not necessary
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This position is located in Greater Hartford with potential relocation and sponsorship assistance depending on candidate qualifications.
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