Financial Analyst - Private Equity

New Financial Analyst opening with a Rapidly Growing Private Equity Fund in NYC.

The ideal candidate is a self-motivated and detail-oriented team player with strong organizational skills and intrinsic knowledge of financial services space. This is an exciting opportunity for a motivated professional seeking a fast paced, dynamic and high energy work environment looking to positively impact business operations at a top-tier private equity firm.

This is not a siloed back-office role — the position works closely with the Portfolio Operations Manager and broader investment team on a daily basis. Great fit for someone who enjoys both execution work and helping build scalable infrastructure from the ground up.

About the Firm

• Offices in Midtown

• 5 person finance/operations team – all team members work across investor relations, finance, accounting, fp&a, and valuations

• New hire due to growth/volume

• Great culture, super tight-knit, fun environments

• Lots of work outings and events, happy hours, etc.

• Very competitive benefits, 401k match, etc.

Responsibilities

• Role is newly created with the opportunity to make a real impact

• Supporting warrant exercises, convertible debt/equity conversions, and share delivery processes

• Coordinating with brokers, legal counsel, and transfer agents

• Maintaining portfolio trackers, ownership thresholds, restricted lists, and key deal data

• Supporting new deal onboarding and transaction workflows

• Helping build and improve internal systems, automation, and AI-driven operational infrastructure

What they're looking for:

• 2 years of experience in fund operations, financial services, or a similar environment

• Strong organizational skills and attention to detail

• Someone hungry, proactive, and eager to take ownership

• Strong Excel skills; exposure to Python, SQL, or automation tools is a plus

• Interest in markets, securities, and operational process building