Private Equity Specialist
Skills
AccountingAccounting SoftwareBlackrock EfrontFinancial AccountingFinancial Software ImplementationInvestranPrivate Equity
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor's degree in Business Accounting Finance or related field
- Minimum 3 years of financial services client facing experience with software implementations
- Experience with Private Equity or Alternative Investments firms and understanding of PE lifecycle events
- Strong time management and organizational skills with ability to meet deadlines
- Ability to work in a challenging environment with high diligence
- Excellent written and verbal communication skills
- Ability to interface effectively with all levels and departments
- Analytical mindset and initiative with minimal supervision
- Strong knowledge of Microsoft Office suite
Nice to have
- Private Equity industry knowledge
- Data driven
- Process oriented
Day to day
- Serve as a client-facing Senior Consultant on the Investran Professional Services team, supporting impactful private equity platform implementations.
- Lead and support new and ongoing client onboarding through solution design, configuration, data migration, reporting, and client training.
- Collaborate with clients and internal teams to drive successful outcomes, improve product support, and contribute to ongoing development initiatives.