Hybrid Senior Financial Analyst – Associate

Posted last month

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About the role

  • Prepare and analyze financial statements, investor reports, and portfolio performance metrics.
  • Track and report on the financial health of portfolio companies, including KPIs and benchmarking.
  • Support the preparation of internal and external reports for investors and management.
  • Conduct financial forecasting, scenario planning, and valuation analysis to support decision-making.
  • Work closely with the investment team on due diligence and deal evaluation.
  • Assist in fund accounting activities, including capital calls, distributions, and reconciliations.
  • Support investor relations by preparing quarterly presentations and maintaining accurate financial data and contributing to investor updates.
  • Collaborate with legal and compliance teams to ensure reporting accuracy and adherence to requirements.
  • Help maintain sound financial policies and internal controls.
  • Liaise between the Fund and the Administrator/Bookkeeper.
  • Support audit and tax processes by preparing documentation and coordinating with external auditors and service providers.
  • Ensure compliance with accounting standards, tax regulations, and other financial regulatory requirements.
  • Monitor cash flow, liquidity, and fund balances.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • 3–5 years of experience in finance, ideally in venture capital, private equity, investment banking, commercial banking, or audit/advisory.
  • Solid understanding of financial reporting, modeling, and valuation techniques.
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent Excel and financial modeling proficiency.
  • Strong communication and interpersonal skills, with the ability to work effectively across teams.
  • Proactive, resourceful, and eager to grow within a high-performance environment.

Job title

Senior Financial Analyst – Associate

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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