Private Equity Finance Associate

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Coda Search│Staffing is partnering with a private equity firm to hire a Finance Associate in New York. You will work closely with the VP of Finance and CFO, supporting fund accounting, investor reporting, and portfolio analytics to drive quarterly valuations and reporting accuracy.

The role emphasizes strong financial modeling, Excel expertise, and cross-team collaboration to improve processes and reporting.

Qualifications

• 3–6 years of experience in finance, accounting, or an analytical role; private equity experience preferred.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Strong financial modeling, analytical, and advanced Excel skills.
• Ability to communicate financial information clearly and collaborate across teams.
• Strong attention to detail and the ability to manage multiple priorities and deadlines.
• CPA preferred, but not required.
• Experience with Chronograph, data visualization, dashboards, database management, or AI tools and automation is a plus.

Responsibilities

• Review quarterly fund accounting workpapers and reporting prepared by the third-party fund administrator.
• Calculate and review management fees, carried interest, and fund and investment performance metrics, including IRR and MOIC.
• Support capital calls, distributions, expense allocations, quarterly accruals, and credit facility activity.
• Prepare investor reporting, including ILPA templates, fund update materials, investor requests, and due diligence questionnaires.
• Help develop fundraising and annual investor meeting presentations.
• Build and maintain financial models, dashboards, and reporting tools to support leadership decisions.
• Analyze portfolio company financial and operating metrics and support quarterly valuations.
• Maintain portfolio and fund data within the firm’s portfolio monitoring platform.
• Identify opportunities to improve reporting, processes, and operational efficiency.

Skills

Financial modeling

Advanced Excel

Analytical skills

Communication

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Chronograph

Data visualization

Dashboards

Database management

AI tools & automation

Job description

Coda Search is partnering with an established private equity firm with approximately $3 billion in assets under management to hire a Finance Associate.

This opportunity offers broad exposure across fund finance, investor reporting, portfolio analytics, and operations. Working closely with the VP of Finance and CFO, you will collaborate with investment and investor relations teams and contribute to financial reporting, fund performance analysis, and quarterly portfolio company valuations.

Key Responsibilities

• Review quarterly fund accounting workpapers and reporting prepared by the third-party fund administrator.
• Calculate and review management fees, carried interest, and fund and investment performance metrics, including IRR and MOIC.
• Support capital calls, distributions, expense allocations, quarterly accruals, and credit facility activity.
• Prepare investor reporting, including ILPA templates, fund update materials, investor requests, and due diligence questionnaires.
• Help develop fundraising and annual investor meeting presentations.
• Build and maintain financial models, dashboards, and reporting tools to support leadership decisions.
• Analyze portfolio company financial and operating metrics and support quarterly valuations.
• Maintain portfolio and fund data within the firm’s portfolio monitoring platform.
• Identify opportunities to improve reporting, processes, and operational efficiency.

Qualifications

• 3–6 years of experience in finance, accounting, or an analytical role; private equity experience preferred.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Strong financial modeling, analytical, and advanced Excel skills.
• Ability to communicate financial information clearly and collaborate across teams.
• Strong attention to detail and the ability to manage multiple priorities and deadlines.
• CPA preferred, but not required.
• Experience with Chronograph, data visualization, dashboards, database management, or AI tools and automation is a plus.

This is an opportunity for a motivated finance professional seeking hands-on exposure to the broader financial and operational functions of a private equity firm.