Finance Analyst

New York, New York • $90,000-$110,000

About the Company: 

Our client is a private equity firm with over $70 billion in AUM. As an established growth equity firm, they invest across technology and life sciences, healthcare, financial services, and other emerging sectors. The Finance Analyst will be involved in investor and internal reporting and financial modeling and analysis.



  • Maintain complex Excel data models, implement controls, and perform reconciliations to ensure accuracy and completeness
  • Prepare and review various investor portfolio valuation reports, reporting templates, and semi-annual investor update letters
  • Produce information for presentations and other materials used in meetings with current and prospective capital partners
  • Prepare cash flow projections for capital commitment and portfolio specific analyses requested by the team and investors
  • Help improve processes, automation, and reporting tools



  • Bachelor’s degree in finance or accounting
  • 2-4 years of experience in the Big 4 or at an investment company
  • Proficient with lookup formulas, pivot tables and macros
  • Experience with Alteryx, Tableau, Anaplan, or similar data management


Salary Range: 





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