Finance Associate

TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries – technology, healthcare, financial services, consumer and business services.

We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of more than 300 employees, which includes over 170 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong.

Since TA’s founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at

Position Overview:

Reporting to the Fund Controller, the Finance Associate will be responsible for all aspects of accounting and reporting for certain TA Associates’ investment limited partnerships. This is a great opportunity for someone interested in starting their career in the global private equity environment.

Specific

Responsibilities include:

• Fund accounting, including use of general ledger and portfolio accounting system
• Assist with preparation of quarterly financial reports
• Preparation of fund and Limited Partners performance data
• Respond to queries from investors
• Assist with preparation of support for annual audits by outside auditors
• Cash monitoring and reconciliations
• Assist with capital calls and distributions to investors
• Assist with preparation of support for various filings with Treasury, SEC, etc.
• Ad hoc internal and external analysis as needed

Job Qualifications:

Candidates for the role should have a bachelor’s degree with strong academic credentials. Additional qualifications include:

• Internship experience with Big 4/large firm public accounting, private equity/venture capital, or financial services background preferred.
• Knowledge of partnership accounting and familiarity with partnership taxation and private equity deal structures.

Characteristics of an Outstanding Performer:

• Bright, creative and confident professional with a sense of urgency; able to support sustained growth by improving systems and procedures.
• Hard worker with a “roll up your sleeves” attitude who is motivated to do whatever it takes to get the job done.
• Self-starter who takes initiative with tasks and projects and has the ability to handle multiple responsibilities.
• Flexible and who doesn’t draw finite lines around responsibilities.
• Dedicated, detail-oriented, enthusiastic and energetic professional who has:
• High degree of service orientation towards everyone inside and outside the organization.
• Exceptional integrity, character and professionalism.
• Ability to prioritize workflow in a challenging and evolving environment.
• Solid communication skills, both written and verbal.
• Strong analytical, organizational and interpersonal skills.
• Ability to work both independently and as part of a team.
• Ability to positively interact with all levels of partners and staff.
• Interested in leveraging AI thoughtfully to increase efficiency and insight in fund accounting and reporting, with sound judgment and a focus on maintaining strong controls.

Compensation and Benefits:

• Highly competitive package that includes a base salary plus annual performance bonus.
• Firm currently pays 100% of medical, dental, disability and life insurance coverages.
• Firm currently contributes 15% of compensation to employee-directed retirement

At TA Associates, we believe our people are our greatest asset. We are committed to fostering a collegial, inclusive, and collaborative environment where every individual can thrive. By joining TA Associates, you become part of a dynamic and supportive community where your talents are recognized, your growth is encouraged, and your contributions make a meaningful impact.

TA Associates offers a total rewards program that supports our…