Senior Associate, Deal Finance & Cost Allocations

An elite global investment firm is looking to add a Senior Associate to its Corporate Finance team in a role focused on deal finance, investment cost allocations, and financial operations tied directly to transaction activity across the firm.

This position sits at a unique intersection between accounting and the investment process. The individual in this role will help manage how transaction costs, fees, and other deal-related expenses are analyzed, allocated, and reported across investment vehicles and internal entities. It offers a strong blend of accounting, financial analysis, and cross-functional collaboration with teams involved in executing and supporting investment activity.

For accounting professionals who enjoy digging into complex financial detail but want broader exposure beyond traditional accounting environments, this role provides an excellent opportunity to develop specialized expertise within a highly regarded global investment organization.

Team/Position Highlights

• Highly visible role within the Corporate Finance organization, partnering with investment teams, finance leadership, tax, legal, and compliance
• Exposure to transaction-related financial workflows and investment cost structures across multiple investment strategies
• Collaborative environment with strong mentorship, internal mobility, and long-term career development opportunities

Day-to-day

• Manage the allocation and tracking of deal-related costs and transaction expenses across investment vehicles and internal entities
• Prepare and review financial analyses, allocation schedules, and supporting documentation related to investment activity
• Partner with teams across finance, operations, tax, and compliance to ensure accurate cost treatment and reporting
• Assist with reconciliations, reporting, and ongoing process improvements within the Corporate Finance function

Qualifications

• Education in Accounting or Finance with strong academic credentials
• Accounting experience, ideally within public accounting or financial services
• CPA or progress towards a CPA is a plus but not required