Senior Associate - Fund Finance & Operations Job at Northbound Search, New York, NY

TXA4Y0NFL2lja0I0dGRZZGthVFgwVEozWWc9PQ==
  • Northbound Search
  • New York, NY

Job Description

Position Overview:

We are looking for a motivated and detail-oriented Senior Associate - Fund Finance & Operations, to join a rapidly growing credit-focused investment platform. Their Office is located in New York, New York. This role offers the opportunity to work directly with the front office, CFO, and key cross-functional teams across legal, compliance, and investor relations. You’ll gain broad exposure to private fund operations, valuations, regulatory reporting, and credit facility management. The ideal candidate will have a background in public accounting (Big 4 preferred), hold or be actively pursuing a CPA, and bring a strong understanding of investment fund structures, particularly within private equity, credit, or hedge funds.

Key Responsibilities:

  • Process daily fund transactions, including investment funding, cash reconciliations, and administrator coordination

  • Coordinate and review administrator NAV packages and related reporting on a weekly, monthly, and quarterly basis

  • Prepare quarterly financial statements and investor reports in coordination with the finance team

  • Serve as a liaison with auditors, fund administrators, lenders, and other external service providers

  • Partner with the front office and executive team during investment closings and valuations

  • Contribute to the quarterly valuation process and prepare summaries for internal reviews

  • Maintain and monitor credit facilities, including borrowing base calculations, covenant compliance, and monthly reporting

  • Perform regulatory compliance calculations and assist with filings such as Form PF

  • Collaborate with internal teams including Legal, Compliance, Portfolio Management, and Investor Relations

  • Support due diligence requests, ad hoc reporting, and internal fund data management

  • Assist with operational and system improvement projects, including new platform implementation and credit facility builds

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred (minimum 2 parts passed required)

  • 2–4 years of experience in public accounting (Big 4 preferred) or private fund finance

  • Exposure to private equity, credit, lending products, or hedge funds is strongly preferred

  • Advanced Excel skills including pivot tables and data functions (VLOOKUP, SUMIFS, etc.)

  • Strong understanding of fund structures, investment workflows, and internal controls

  • Excellent communication and interpersonal skills with the ability to work across departments

  • Highly organized, deadline-driven, and capable of managing multiple priorities in a fast-paced environment

  • Experience with investment accounting systems or credit facility platforms is a plus

 

Job Tags

Similar Jobs

Valencia Technologies

HR/Admin Assistant Job at Valencia Technologies

Position/Title: HR/Administrative Assistant Department: Administration Supervisor: Manager of HR FLSA Status: Non-Exempt About the Company: Valencia Technologies is a neuromodulation company transforming the standard of care for urgency urinary incontinence... 

ATC Largo

Correctional Nurse LPN Job at ATC Largo

ATC Healthcare is looking for a Corrections Nurses! The Corrections Nurse is responsible for providing care and care coordination for inmates who are incarcerated in a correctional facility. Must have corrections experience. Experience working in substance abuse preferred... 

Employment Hero

Remote Content Writer Job at Employment Hero

 ...First everything we do (from what we work on, to how we allocate capital and where we focus) is driven by our Mission # We are Remote First we champion a remote environment with a preference for asynchronous communication and a high degree of autonomy # We... 

PwC

Acceleration Center: Financial Crimes Unit - Risk Architecture Data Scientist - Experienced Associate (Python/SQL) Job at PwC

 ...Requirements:** Up to 20%At PwC, our people in data and analytics focus on leveraging data to...  ...need to lead and deliver value at this level include but are not limited to:+ Apply a...  ...does not intend to hire experienced or entry level job seekers who will need, now or in... 

Bayer

Women's Healthcare Specialist - San Jose, CA Job at Bayer

**Women's Healthcare Specialist - San Jose, CA****PURPOSE**Bayer is expanding in its efforts to advance its mission "Health for All, Hunger for None." The Women's Health Specialist (WHS) will be responsible for managing the Intrauterine Devices (IUDs) business portfolio...