Fund Performance & Investor Reporting - Senior Associate, Global PE Firm Job at Origin Staffing, Boston, MA

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  • Origin Staffing
  • Boston, MA

Job Description

Job Description

Senior Associate – Fund Administration (Portfolio Services)

Boston, MA (Hybrid)

A leading global private equity firm is seeking a Senior Associate, Fund Administration (Portfolio Services) to join its Boston-based team. This is a highly visible role with direct interaction across deal teams, finance, and investor relations.

What You’ll Do:

  • Conduct fund performance analysis and prepare investor-facing reports
  • Collaborate on quarterly valuations and data collection from portfolio companies
  • Support quarterly and annual investor presentations and LPAC materials
  • Reconcile portfolio company financials with deal team data
  • Manage board seat records, portfolio entries/exits, and system updates
  • Partner cross-functionally to deliver timely, accurate fund reporting

What We’re Looking For:

  • 3+ years of finance or accounting experience (Big 4 audit/valuation preferred)
  • Bachelor’s degree in Finance, Accounting, or related field
  • Strong technical and analytical skills with attention to detail
  • Excellent communication skills; ability to work with senior stakeholders
  • Self-starter who thrives in a fast-paced, collaborative environment

Why This Opportunity:

This is a rare chance to join one of the most prestigious private equity platforms in the world, gain visibility with senior leadership, and build a long-term career path in fund administration, portfolio monitoring, investor relations, or finance leadership.

Compensation is competitive and includes base salary, performance bonus, and comprehensive benefits.

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