Financial Operations Specialist
3 days ago
Opportunity for a highly organized and detail-oriented professional to join a dynamic private equity firm. This role offers the chance to work with top-tier entrepreneurs and operators, gaining exposure to a wide range of acquisition opportunities and deal structures.
This is an ideal position for someone who is passionate about disrupting the finance industry and has a strong understanding of investment and financial concepts, such as due diligence, CIMs, EBITDA, and cash flow. The successful candidate will be comfortable working with data, organizing information, and following structured workflows.
The team at this firm values integrity, accountability, and entrepreneurial thinking, and is looking for individuals who share these qualities. As a key member of the team, you will have the opportunity to develop strong business acumen and take on leadership roles in the future.
Responsibilities:
- Support investor accounts by serving as the primary point of contact for clients evaluating or acquiring businesses.
- Coordinate diligence activities, ensuring smooth information flow between sellers, investors, and internal teams.
- Track deal progress, monitoring acquisition timelines, investor activity, and deal milestones using internal systems and CRM tools.
- Provide light financial review, assisting with reviewing CIMs, financial summaries, and business profiles, and coordinating follow-ups with internal finance or diligence teams.
- Maintain accurate records, updating and managing investor-related data and communications in the company's CRM and reporting tools.
- Ensure high-quality communication, helping to prepare investor updates, responses, and reports that reflect the company's reputation for excellence.
Qualifications:
- 1 to 5 years of experience in finance, consulting, investor relations, or account management.
- Strong English communication skills, with a preference for experience working with U.S. or Western clients or companies.
- Understanding of investment and financial concepts, including due diligence, CIMs, EBITDA, and cash flow.
- Comfortable working with data, organizing information, and following structured workflows.
- Highly organized, proactive, and detail-oriented, with strong follow-up discipline.
- Ability to work in a fast-paced, entrepreneurial environment across time zones.
We Offer:
- Opportunity to join a fast-growing investment firm with a global team.
- Exposure to a wide range of acquisition opportunities and deal structures.
- Long-term growth path into senior roles in investor operations, account management, or M&A support.
- Remote work flexibility with a focus on integrity, accountability, and entrepreneurial thinking.
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