Finance Associate (Private Equity)
Recruiting Partner: Emily Lauro
Westport, Connecticut | Accounting & Finance | Hybrid | $100,000 to $120,000 | Job ID: 177493
Job Summary
To Apply for this Job Click Here
Finance Associate or Senior Finance Associate – Westport, CT
Join a leading private investment firm specializing in supporting middle-market companies with strategic, flexible capital solutions. This role offers an excellent opportunity to grow your finance career alongside a collaborative team that values precision, integrity, and analytical thinking.
Finance Associate Benefits & Compensation
- Competitive compensation package plus annual performance bonus.
- Comprehensive health, dental, and vision benefits.
- Meaningful professional development and mentorship opportunities.
- Exposure to portfolio operations and high-level firm strategy.
- Collaborative, tight-knit team culture.
Finance Associate Requirements & Qualifications
- 2–3 years of relevant finance or accounting experience (Public Accounting, Private Credit/Equity operations, or investment fund finance roles).
- Proficient in financial statements, GAAP, NAV, IRR, and partnership accounting concepts.
- Demonstrated experience working with fund structures, capital calls/distributions, and IRR calculations.
- Strong organizational skills and accountability, especially in deadline-driven settings.
- Self-motivated with excellent communication skills for collaborating across teams and with stakeholders.
- Ability to work onsite in Westport, CT at least 4 days per week (1 remote day flexibility).
Finance Associate Preferred Background & Skills
- Experience with SBIC funds.
- Familiarity with fund accounting systems and advanced Excel/financial analysis skills.
Finance Associate Day-to-Day Responsibilities
- Take ownership of invoice management and wire preparation processes.
- Provide initial review of interest schedules and facilitate payment requests from portfolio companies.
- Prepare and book weekly journal entries for management company activities.
- Support financial operations and reporting for SBIC and institutional funds.
- Prepare and review monthly, quarterly, and annual financial statements and investor reporting packages.
- Assist with capital calls, distributions, waterfall schedules, and partner allocations.
- Maintain accurate fund performance metrics, including NAV and IRR calculations.
- Liaise with third-party administrators, auditors, tax preparers, and banking partners.
- Participate in valuation, treasury management, and audit-related processes.
- Ensure compliance with internal controls and maintain documentation standards.
- Contribute to process improvements across reporting, systems, and operational workflows.
- Assist with ad hoc investor relations and compliance requests.
JOB ID: 177493
#post
Emily Lauro
To Apply for this Job Click Here
Share This Job
Share This Job
I Want More Jobs Like This In My Inbox Weekly.
Powered by Dalia
Treasury Specialist | Real Estate
Chief Financial Officer – Restaurants
Tax Manager
Financial Analyst
Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
