Associate, Fund Management

Alexander Chapman; Minneapolis (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A top-tier investment platform in Minneapolis is looking for an Associate for the Office of the CIO. The successful candidate will support fund-level execution in private equity and private credit strategies. Responsibilities include liquidity forecasting, NAV modeling, compliance oversight, and collaborating across teams. Candidates should have 2-4 years of relevant experience and strong financial modeling skills, along with a Bachelor's degree. This role offers an opportunity for substantial professional growth in a dynamic environment.

Qualifications

• 2–4 years of experience in private equity, private credit, fund management, or related financial services.
• Strong financial modeling skills and advanced Excel proficiency.
• Familiarity with fund structures, capital calls, and portfolio monitoring.

Responsibilities

• Fund-level liquidity and cash flow forecasting.
• NAV modeling, scenario analysis, and stress testing.
• Capital deployment and exit planning support.
• Allocation oversight and compliance documentation.
• Portfolio KPI monitoring and reporting.
• Partnering across multiple internal teams to support investment execution.

Skills

Financial modeling

Advanced Excel proficiency

Analytical skills

Organization

Education

Bachelor’s degree

MBA or CFA

Job description

Overview

I’m currently supporting a top-tier investment platform in the search for an Associate to join their Office of the CIO, supporting fund-level execution across private equity and private credit strategies.

This role offers broad exposure to liquidity forecasting, NAV modeling, portfolio analytics, and cross-functional coordination with Treasury, Legal, Middle Office, and Investment teams.

Key responsibilities

• Fund-level liquidity and cash flow forecasting
• NAV modeling, scenario analysis, and stress testing
• Capital deployment and exit planning support
• Allocation oversight and compliance documentation
• Portfolio KPI monitoring and reporting
• Partnering across multiple internal teams to support investment execution

Ideal background

• 2–4 years of experience in private equity, private credit, fund management, or related financial services
• Strong financial modeling skills and advanced Excel proficiency
• Familiarity with fund structures, capital calls, and portfolio monitoring
• Highly organized, analytical, and comfortable in fast-paced environments
• Bachelor’s degree required; MBA or CFA is a plus

If you’re interested in learning more or know someone who may be a strong fit, feel free to apply or reach out to me directly for a conversation.