Finance Manager

Position: Finance Manager – Coinvest Operations & Partnership Accounting

Salary: $125k - $145k (depending on experience)

The Finance Manager will serve in a leadership capacity within the Coinvest Finance team, overseeing partnership accounting and operational processes for a variety of coinvest entities and investment vehicles. This individual will play a key role in managing day‑to‑day operations, supporting tax and reporting functions, improving internal processes, and mentoring junior team members.

This position offers broad exposure across multiple investment strategies in a highly collaborative and fast‑paced environment.

• Oversee and review annual tax work papers and partnership reporting in coordination with internal teams and external tax advisors
• Manage operational and administrative activities related to coinvest partnerships, including:
  • Cash management
  • Capital call and distribution processing
  • Monthly reconciliations
  • Custody procedures
  • Compliance-related reporting
  • Valuation support
  • Tax withholding analysis
• Analyze and document partnership and portfolio activity, including acquisitions, exits, allocations, and investment structures
• Support investor onboarding, reporting, and ongoing communication within the coinvest program
• Coordinate with internal departments and third‑party service providers including auditors, custodians, legal counsel, and banking partners
• Participate in strategic initiatives focused on operational efficiencies, process improvements, and team development
• Mentor and support junior team members while contributing to a collaborative team environment

• Bachelor’s degree in Accounting, Finance, or related field
• CPA and/or Master’s degree preferred
• 6–8 years of accounting or finance experience within financial services, private equity, investment management, or alternative investments
• Strong understanding of partnership accounting, investment operations, and coinvest structures
• Ability to manage multiple priorities and deadlines with exceptional attention to detail
• Strong analytical, organizational, and problem‑solving skills
• Excellent communication and interpersonal skills with the ability to work cross‑functionally
• Self‑motivated and comfortable operating in a fast‑paced environment with limited supervision
• Prior experience managing or mentoring junior professionals preferred
• High level of professionalism and discretion handling confidential information
• Advanced Microsoft Excel and Microsoft Office skills required