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Private Equity Assistant Jobs in Indiana (NOW HIRING)

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Assists in private equity and real estate investment performance analysis and benchmarking ... Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ...

Elevance Health

Investment Analyst

Indianapolis, IN · On-site

Assists in private equity and real estate investment performance analysis and benchmarking ... Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ...

Elevance Health

Investment Analyst

Indianapolis, IN · Hybrid

Assists in private equity and real estate investment performance analysis and benchmarking ... Assists in the preparation of quarterly retirement committee meeting reports. * Assist in the ...

CertaSite

Senior Accountant

Zionsville, IN · On-site +1

$71K - $90K/yr

The Senior Accountant will assist with sales tax reporting, assist Corp. Controller with annual ... a Private Equity (PE) owned company is preferred but not required IDEAL QUALITIES • Able to ...

Obsidian Point

Be Seen First

Controller

Osceola, IN · On-site

$125K - $140K/yr

Cash Flow, Lender Reporting & Forecasting * Assist with monthly borrowing-base and lender reporting ... Experience with borrowing-base reporting, lender compliance, or private-equity-backed businesses ...

Obsidian Point

Be Seen First

Controller

Osceola, IN · On-site

$125K - $140K/yr

Cash Flow, Lender Reporting & Forecasting * Assist with monthly borrowing-base and lender reporting ... Experience with borrowing-base reporting, lender compliance, or private-equity-backed businesses ...

T&H

LEASING CONSULTANT

Westfield, IN

$15.75 - $18.75/hr

... loans, and private equity. The executive leadership team has developed over $1 Billion of ... Physically walk and inspect property on a daily basis, and checks on vacant apartments. * Assist ...

T&H

LEASING CONSULTANT

Westfield, IN · On-site

$15.75 - $18.75/hr

... loans, and private equity. The executive leadership team has developed over $1 Billion of ... Physically walk and inspect property on a daily basis, and checks on vacant apartments. * Assist ...

T&H

LEASING CONSULTANT

Westfield, IN

$15.75 - $18.75/hr

... loans, and private equity. The executive leadership team has developed over $1 Billion of ... Physically walk and inspect property on a daily basis, and checks on vacant apartments. * Assist ...

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All JobsPrivate Equity JobsPrivate Equity Assistant JobsPrivate Equity Assistant Jobs in Indiana

Private Equity Assistant information

See Indiana salary details

$23K

$90K

$178.1K

How much do private equity assistant jobs pay per year?

As of Aug 9, 2026, the average yearly pay for private equity assistant in Indiana is $89,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,307.00 and $93,743.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a private equity assistant?

A successful Private Equity Assistant possesses strong organizational skills, attention to detail, and a solid understanding of finance or business administration, often with a relevant degree. Familiarity with tools such as Microsoft Excel, PowerPoint, CRM software, and basic financial modeling are commonly required, with some firms valuing experience using deal-tracking databases. Excellent communication, discretion, and the ability to multitask and prioritize effectively help candidates excel in fast-paced environments. These abilities are crucial for supporting deal teams, maintaining sensitive records, and ensuring efficient workflow in private equity firms.

What are the typical daily responsibilities of a private equity assistant?

As a Private Equity Assistant, your typical day involves coordinating meetings and travel for investment professionals, managing confidential documents, and ensuring timely communication between internal teams and external contacts. You'll assist with preparing presentations, tracking deal progress, and updating databases with important transaction details. The role often requires responding quickly to shifting priorities and supporting multiple team members at once. This fast-paced environment offers excellent exposure to private equity operations and the opportunity to learn about investments, which can open doors to more advanced positions within the firm over time.

How to get a job in private equity with no experience?

Entering private equity as an assistant typically requires relevant skills such as financial analysis, Excel proficiency, and understanding of investment processes. Gaining experience through internships, entry-level finance roles, or related fields like investment banking or consulting can improve your chances. Building a strong network and obtaining certifications like the CFA can also be beneficial.

What is a private equity assistant?

A Private Equity Assistant supports investment professionals by managing administrative tasks, coordinating meetings, handling correspondence, and preparing financial documents. They help streamline operations by organizing data, maintaining records, and assisting with due diligence. Strong attention to detail, communication skills, and proficiency in financial software are essential for success in this role.

What are the most commonly searched types of Private Equity jobs in Indiana? The most popular types of Private Equity jobs in Indiana are:
What are popular job titles related to Private Equity Assistant jobs in Indiana? For Private Equity Assistant jobs in Indiana, the most frequently searched job titles are:
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What cities in Indiana are hiring for Private Equity Assistant jobs? Cities in Indiana with the most Private Equity Assistant job openings:
Private Equity Assistant jobs near you

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows.
This position is ideal for a service-oriented professional who thrives in a fast-paced environment supporting UHNW families and managing intricate client relationships, and offers opportunities to those who want to work alongside experienced advisors, investment professionals, and family office specialists that serve a variety of clients, such as entrepreneurs, executives, multi-generational families and non-profit organizations.
This is a full-time, in-office position based in Carmel, Indiana.
DUTIES & RESPONSIBILITIES

  • Serve as a trusted point of contact for clients, delivering high-touch service experience and cultivating long-term relationships with clients and strategic partners.
  • Manage day-to-day client service activities with a strong emphasis on accuracy, responsiveness, compliance, and attention to detail.
  • Lead complex client onboarding initiatives, coordinating with custodians, trust companies, transfer agents, investment managers, and other third parties to facilitate account openings, transfers, and ongoing administration.
  • Support sophisticated investment and family office workflows, including coordination with alternative investment managers, private equity firms, custodians, and other external providers.
  • Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities.
  • Partner with advisors, the investment team, and leadership to ensure a seamless and highly personalized client experience.
  • Leverage firm technology platforms and reporting systems to maintain data integrity, enhance workflows, and support operational efficiencies.
  • Contribute to process improvement initiatives and help establish scalable best practices across the organization.
  • Collaborate with internal teams to support strategic projects, client initiatives, and the continued growth of the firm.
QUALIFICATIONS
  • Bachelor's degree required.
  • 2+ years of experience in client service, wealth management operations, or a similar role within an RIA, multi-family office, or single-family office environment.
  • Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
  • Broad understanding of investment products, mutual funds, custodial platforms, and brokerage account administration.
  • Experience coordinating account openings, transfers, money movements, and client servicing workflows.
  • Proficiency in Microsoft Office applications required.
  • Familiarity with CRM systems, including Salesforce, preferred.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities effectively.
  • Strong communication skills with the ability to build rapport, demonstrate empathy, and maintain discretion when working with clients and colleagues.
  • Self-motivated, proactive, and committed to delivering exceptional client experience.
  • Demonstrated ability to work collaboratively within a team-oriented environment while taking ownership of responsibilities and initiatives.

COMPENSATION & BENEFITS
Compensation is competitive and based on experience. The role offers a base salary plus discretionary bonus, with anticipated base compensation beginning at $70,000+ and may be adjusted based on qualifications and relevant experience.
The firm offers a comprehensive benefits package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement, unlimited paid time off, and additional employee benefits.

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