Finance Manager - Secondary Markets
Job in
New York City, Richmond County, New York, USA
Listed on 2026-10-11
Listing for:
Robert Half
Seasonal/Temporary
position Listed on 2026-10-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Portfolio & Asset Management
Job Description & How to Apply Below
The role will focus on reviewing valuation inputs, validating capital movements, and working across teams to strengthen reporting quality and portfolio insight.
Responsibilities:
- Lead the monthly review of valuation results for a sizable private equity secondaries portfolio, ensuring figures are complete, well-supported, and aligned with reporting standards.
- Validate partner-provided investment values, capital transactions, and portfolio activity by performing detailed reconciliations and roll-forward analysis.
- Examine large volumes of investment data, identify inconsistencies or unusual trends, and resolve issues through structured financial analysis using Excel and internal platforms.
- Oversee day-to-day workflow for entry-level team members involved in the valuation cycle, providing guidance and reviewing work for accuracy and timeliness.
- Collaborate with finance, valuation, and investment specialists to refine reporting methods, improve operational efficiency, and support portfolio-related analysis requests.
- Contribute to fund reporting deliverables by ensuring underlying financial data is accurate, consistent, and ready for month-end and periodic reporting needs. Requirements - 7+ years of experience in finance, fund accounting, or valuation roles within asset management, private equity, or investment management environments.
- Strong background in private equity secondaries and a clear understanding of valuation review, capital activity tracking, and fund reporting practices.
- Demonstrated experience with month-end close, financial reporting, and analytical review of investment portfolio data.
- Advanced Excel skills with the ability to work efficiently in data-intensive environments and investigate reporting discrepancies.
- Knowledge of fund structures, investment performance analysis, and financial modeling relevant to private investment portfolios.
- Ability to coordinate deliverables across teams, review entry-level staff output, and communicate effectively with cross-functional stakeholders.
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline; advanced credentials are a plus.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app () and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () and Privacy Notice () .
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×