Finance Associate – Partner Investments

A leading global investment firm is seeking a Finance Associate to join its Partner Investments team. This role supports senior partners by providing financial reporting, treasury support, and investment operations across a diversified portfolio of alternative investments. The position offers hands-on exposure to private markets and frequent collaboration across internal finance, tax, legal, compliance, and investment teams.

Prepare and review quarterly fair market value statements, liquid fund summaries, hedge fund performance reports, and other ad hoc investment reporting.
Manage the team inbox and serve as a primary point of contact for external investment fund managers and administrators.
Support treasury operations, including weekly investment wires, IRA-related cash activity, and other liquidity transactions.
Assist with new investment onboarding, including tracking investor commitments, preparing subscription documentation, and setting up investments across internal systems.
Reconcile monthly capital activity and partner with accounting teams to ensure accuracy and completeness.
Collaborate with and help oversee junior team members to support day-to-day workflows.
Work cross-functionally with internal teams including finance, tax, legal, HR, compliance, and IT.
Contribute to process improvements, reporting enhancements, and special projects as needed.

0–2 years of accounting or finance experience, preferably within financial services.
Basic understanding of investments and alternative asset classes.
Advanced Excel skills and strong proficiency in Microsoft Office.
Excellent organizational and project management skills with high attention to detail.
Ability to prioritize and manage multiple workstreams in a fast-paced environment.
Strong judgment, initiative, and problem-solving ability.
Effective communication skills and comfort interacting with senior stakeholders.
High level of discretion and ability to handle confidential information.
Strong interest in the financial and operational aspects of alternative investments.

Bachelor’s degree in Accounting, Finance, Business, or a related field required.

Expected annual base salary range: $70,000 – $75,00

Interested candidates are encouraged to send their resume to Kyle Archer at [email protected].

#LI-KA1
#LI-HYBRID