What are the responsibilities and job description for the Financial Professional position at Private Equity Firm?
Assist with the data collection, compilation, and analysis of portfolio company financial statementsPortfolio investment valuation workWork with the investment team on portfolio company analysis as neededAssist with the firm's deal flow reporting and weekly staff meetingsMaintain the general ledger (QuickBooks) of the management companyManage all deliverables with the tax providers for all tax filing requirements, K1s, and tax paymentsProcess management company’s semi-monthly payroll (Paychex)Manage all regulatory filings for the management company, including property tax returns, annual state registration renewals, 1099s, and others as requiredPortfolio company billing and monitoringMonitor daily cash activity of the funds and the management companyPrepare wire transfers as necessaryAssist with the firm's compliance programCompany DescriptionA private equity firm based in Wilton, CT, invests in lower middle market manufacturing businesses across the U.S. industrial heartland, our sole focus since 2003.
Salary : $100,000 - $120,000