Senior Finance Associate – Investor Reporting

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Summary

Our client a global growth equity firm is looking for a Senior Associate to join their Investor Reporting team


Company Information:

Global Growth Equity firm with over $40B AUM


Job Description:
  • preparing 5-year cash flow and portfolio value projections by investor
  • modeling cash flow scenarios for capital commitment renewal/increase proposals to investors
  • preparing forecasts of upcoming capital call & distributions for investors
  • projecting investors’ capital deployment pace and dry powder run-out dates
  • preparing capital partner fact sheets, which summarize the investor’s portfolio, performance metrics (IRR, MOIC), projected value appreciation and cash flows, and remaining dry powder

Requirements / Qualifications:
  • Bachelor’s or Master’s degree in accounting or finance with a strong record of academic achievement
  • excellent analytical & problem-solving abilities
  • strong Microsoft Excel skills (incl. lookup formulas, macros, pivot tables)
  • experience with Tableau or similar data management & visualization tools is a plus

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