Atlantic Group · 5 hours ago
Senior Associate, Private Equity Finance – Transactions & Deals
Boston, MA
Full-time
Hybrid
Mid, Senior Level
3+ years expAtlantic Group is a global private investment organization seeking a Senior Associate to join its finance and operations team. This role focuses on supporting deal execution, investment entities, and transaction-related financial operations across the full investment lifecycle.
B2BHuman ResourcesStaffing Agency
Responsibilities
Support operational and financial aspects of transactions, including acquisitions, add-on investments, restructurings, and exits
Coordinate transaction logistics such as funding mechanics, cash movements, and banking setup in partnership with treasury and external parties
Assist with deal execution workflows, ensuring transaction-related documentation, approvals, and data are complete and accurate
Serve as a cross-functional liaison between investment teams, finance, legal, tax, and external advisors during transaction activity
Oversee investment vehicles and deal-level entities associated with transactions
Execute funding and distribution activity related to investment entities
Monitor cash balances and activity at the investment-entity level
Maintain oversight of entity-level expenses and transaction costs
Coordinate with third-party service providers to support periodic financial reporting for investment entities
Assist with audit processes, regulatory filings, and tax-related deliverables
Respond to internal and external inquiries related to investment entity activity and reporting
Track and process transaction-related expenses and maintain appropriate supporting documentation
Support custody-related processes to ensure assets are appropriately recorded and reconciled
Contribute to process improvements, documentation, and ad hoc projects as needed
Qualification
Required
Bachelor's degree required; Accounting, Finance, Economics, or a related field preferred
3–5 years of experience in private equity, investment operations, fund or transaction accounting, transaction services, consulting, or a related environment
Familiarity with private investment structures and transaction lifecycles
Strong analytical and organizational skills with high attention to detail
Ability to manage multiple priorities in a fast-paced, execution-focused environment
Advanced Excel skills; experience working with financial systems and external administrators is a plus
Strong written and verbal communication skills with the ability to partner effectively across teams
Professional, discreet, and ownership-oriented approach to work
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
H1B Sponsorship
Atlantic Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
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