Private Equity Investment Operations Associate

Oliver James; Chicago (IL); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health benefits

PTO and retirement benefits

Job summary

A leading Private Equity firm in Chicago is seeking an Entry-level Private Equity Investment Operations Associate to join their expanding team. This role involves assisting with capital calls, maintaining performance metrics, and preparing investor reports. Candidates should have 2-7 years of experience in finance or related fields, along with strong analytical and Excel skills. The position offers competitive compensation, comprehensive benefits, and a hybrid work model.

Qualifications

• 2-7 years in private equity, fund administration, finance, or audit.
• Familiarity with fund structures and reporting.

Responsibilities

• Assist with capital calls, distributions, and fund cash flows.
• Support deal closings, documentation, and transaction tracking.
• Maintain portfolio company data and performance metrics.
• Help prepare investor reports, audits, and compliance materials.
• Coordinate with fund administrators, legal, and banking partners.

Skills

Strong Excel and analytical skills

Highly organized with strong attention to detail

Education

CPA or CFA progress

Job description

Private Equity Investment Operations Associate

Join to apply for the Private Equity Investment Operations Associate role at Oliver James

This range is provided by Oliver James. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $135,000.00/yr

My client, a top Boutique Private Equity firm in the downtown Chicago area is looking for an Investment Operations Associate to join and lead their expanding team due to high growth. Our client works on a hybrid basis in the loop, offers competitive compensation, comprehensive health, PTO and retirement benefit.

Key Responsibilities:

• Assist with capital calls, distributions, and fund cash flows
• Support deal closings, documentation, and transaction tracking
• Maintain portfolio company data and performance metrics
• Help prepare investor reports, audits, and compliance materials
• Coordinate with fund administrators, legal, and banking partners

Qualifications:

• 2-7 years in private equity, fund administration, finance, or audit
• Strong Excel and analytical skills
• Familiarity with fund structures and reporting
• Highly organized with strong attention to detail
• CPA or CFA progress is a plus

For more information, please apply or reach out to [e-mail] directly.

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Seniority level

Entry level

Employment type

Full-time

Job function

Finance