Finance Manager, Private Markets & Co-Investments

Origin Staffing; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Origin Staffing presents a Finance Manager opportunity within the Private Markets co-investment platform of a leading global alternative investment firm. The role offers exposure to investment partnerships across private equity, growth, credit, real assets, and other strategies, beyond traditional fund accounting.

The Manager will oversee accounting, operations, valuation reporting, investor activity, tax coordination, and financial reporting, with interaction across Finance, Tax, Legal,

Qualifications

• 6+ years of accounting, audit, tax, fund accounting, or partnership accounting experience within financial services.
• Experience with private equity, alternative investments, asset management, hedge funds, fund-of-funds, venture capital, real estate investments, or other private market strategies.
• Strong understanding of investment partnerships, partnership allocations, capital accounts, investment activity, and financial reporting.
• Big 4 audit or tax professionals with significant asset management or partnership experience are strongly encouraged to apply.
• Experience reviewing or managing capital activity, investment transactions, financial statements, reconciliations, valuations, or investor reporting.
• Advanced Excel skills with an interest in process improvement, automation, AI tools, and emerging finance technologies.
• Bachelor’s degree in Accounting, Finance, or a related discipline; CPA and/or Master’s preferred, but not required

Responsibilities

• Lead the accounting, financial, and operational oversight of assigned private market co-investment partnerships
• Manage capital calls, cash and stock distributions, cash management, custody activity, reconciliations, and other partnership operations
• Analyze complex investment transactions, partnership allocations, ownership changes, and accounting conclusions for new investments, restructurings, and liquidity events
• Support valuation reporting and understand how changes in investment value impact partnership accounting, allocations, capital accounts, and investor reporting
• Oversee recurring partnership reporting, financial reconciliations, compliance reporting, and other quarterly and annual deliverables
• Support investor onboarding, capital activity communications, investor reporting, policy administration, and ad hoc investor requests
• Coordinate with internal and external tax professionals on annual tax reporting, K-1 processes, partnership allocations, and related tax matters
• Work closely with investment teams and other Finance, Tax, Legal, Compliance, HR, and Technology groups across the broader private markets platform
• Identify opportunities to improve controls, automate workflows, reduce manual processes, and increase scalability through Excel, technology, automation, and AI-enabled tools
• Mentor junior team members and contribute to team planning, process ownership, and broader strategic initiatives

Skills

Private markets

Excel

Financial reporting

Project management

Education

Bachelor’s degree

CPA (preferred)

Tools

Excel

Tax software

Job description

Origin Staffing presents a Finance Manager opportunity within the Private Markets co-investment platform of a leading global alternative investment firm. The role offers exposure to investment partnerships across private equity, growth, credit, real assets, and other strategies, beyond traditional fund accounting.

The Manager will oversee accounting, operations, valuation reporting, investor activity, tax coordination, and financial reporting, with interaction across Finance, Tax, Legal,