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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
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Emily Lauro