Senior Associate – Investment Transaction Due Diligence

We are searching for a motivated and detail-oriented finance & accounting professional with understanding of the Private Equity (Investment transactions) and Financial Due Diligence sectors.

Highlights Include:

• Established Private Equity firm with excellent employee retention.
• Interesting variety of responsibilities: Manage transaction closings for fund investmnets and activity across sale functions, executing FX trades for investment activities; interacting with internal and external trading counterparties, reviewing monthly closing materials (why it helps to have a background in Audit!), learn the interworkings of deal timelines and transactions terms, devolping funding schedules while supporting a top-tier fund administration team, work side-by-side compliance teams on SEC filings, ad-hoc business strategy projects, and more!
• Position reports to an excellent Senior Manager who loves to teach & mentor, resulting in professional career growth opportunities.
• Good Work-Life Balance (while there are some quarterly and annual reporting deadlines when more effort from the team is required; for the most part its regular 8am-5pm schedule)
• Outstanding benefits – 100% paid by company healthcare plans (medical, dental, vision), short & long-term disability, life insurance, annual performance bonus, 401k match & more!
• Excellent opportunity to learn a wide mix of investment structures

Qualifications:

• 3+ years of experience in public accounting/FDD or as a Corporate / Investment Accountant. Experience in PE transactions clients is a plus.
• Excellent communication skills, both written and verbal, including workpapers to be relied upon by external parties.
• Attention to detail, ability to multitask and give status updates to your team.
• Advancements with Excel functions / automation is highly desired
• Enjoy working with a passionate team.
• Certifications (CPA, CFE, CFA) & Advanced Degrees (MSA, MST, MSF) are valued, but not required