The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions.
The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions.
OverviewThe Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational ...
OverviewThe Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
Manager Private Equity Operations
Cincinnati, OH · On-site
$67K - $92K/yr
Overview The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational ...
Manager Private Equity Operations
Cincinnati, OH · On-site
$67K - $92K/yr
Overview The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
About the Role The Senior Analyst, Private Equity Operations, will be responsible for the execution and management of all operational related activities within the private deal approval process, deal ...
Private equity / private markets operations * Fund accounting, audit, or investment analytics * OR private markets product / structuring roles * Hands-on expertise with: * Limited partnership ...
Private equity / private markets operations * Fund accounting, audit, or investment analytics * OR private markets product / structuring roles * Hands-on expertise with: * Limited partnership ...
Private equity / private markets operations * Fund accounting, audit, or investment analytics * OR private markets product / structuring roles * Hands-on expertise with: * Limited partnership ...
Private equity / private markets operations * Fund accounting, audit, or investment analytics * OR private markets product / structuring roles * Hands-on expertise with: * Limited partnership ...
Operations Analyst for Private Equity Team
Fort Worth, TX · On-site
$100K - $200K/yr
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You ...
New
Operations Analyst for Private Equity Team
Fort Worth, TX · On-site
$100K - $200K/yr
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You ...
New
Private Equity Associate
Manhattan, NY · On-site
... Equity Partners is a leading Enterprise-focused Software and Services private equity firm ... operational resources, and playbooks into recession-resistant businesses to rapidly unlock ...
Quick apply
Private Equity Associate
Manhattan, NY · On-site
... Equity Partners is a leading Enterprise-focused Software and Services private equity firm ... operational resources, and playbooks into recession-resistant businesses to rapidly unlock ...
About Ares Private Equity Ares Private Equity flagship corporate opportunities strategy pursues investments in growth-oriented middle market companies in North America and Europe. Our senior ...
About Ares Private Equity Ares Private Equity flagship corporate opportunities strategy pursues investments in growth-oriented middle market companies in North America and Europe. Our senior ...
Private Equity Associate
Manhattan, NY · On-site
$150K - $250K/yr
... Equity Partners is a leading Enterprise-focused Software and Services private equity firm ... operational resources, and playbooks into recession-resistant businesses to rapidly unlock ...
Private Equity Associate
Manhattan, NY · On-site
$150K - $250K/yr
... Equity Partners is a leading Enterprise-focused Software and Services private equity firm ... operational resources, and playbooks into recession-resistant businesses to rapidly unlock ...
Partner, Private Equity
New York, NY · On-site
Build and lead Interplay's private equity division, creating an operational framework for long-term success. * Develop the investment thesis, target sectors, and return profile for the strategy.
Partner, Private Equity
New York, NY · On-site
Build and lead Interplay's private equity division, creating an operational framework for long-term success. * Develop the investment thesis, target sectors, and return profile for the strategy.
Private Equity Analyst
Madison, WI · On-site
Coordinate with operations and legal teams on the closing of new investments * Assist in executing the private equity strategy; help create and implement new processes to better effect communication ...
Private Equity Analyst
Madison, WI · On-site
Coordinate with operations and legal teams on the closing of new investments * Assist in executing the private equity strategy; help create and implement new processes to better effect communication ...
Private Equity Supervisor
Dallas, TX · On-site
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Supervisor
Dallas, TX · On-site
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Analyst
Madison, WI · Hybrid
Coordinate with operations and legal teams on the closing of new investments * Assist in executing the private equity strategy; help create and implement new processes to better effect communication ...
Private Equity Analyst
Madison, WI · Hybrid
Coordinate with operations and legal teams on the closing of new investments * Assist in executing the private equity strategy; help create and implement new processes to better effect communication ...
Private Equity Supervisor
New York, NY · On-site +1
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Supervisor
New York, NY · On-site +1
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Analyst
Dallas, TX · On-site
$50K - $80K/yr
Support end-to-end diligence -- commercial, financial, and operational -- on active investment ... equity, private credit, or transaction advisory * Demonstrated financial modeling skills across ...
Quick apply
Private Equity Analyst
Dallas, TX · On-site
$50K - $80K/yr
Support end-to-end diligence -- commercial, financial, and operational -- on active investment ... equity, private credit, or transaction advisory * Demonstrated financial modeling skills across ...
Private Equity Supervisor
Dallas, TX · On-site +1
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Supervisor
Dallas, TX · On-site +1
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... operations. Alongside our technology, we offer award-winning service through our team-based ...
Private Equity Operations information
See salary details
$11.06 - $12.85
0% of jobs
$12.85 - $14.64
12% of jobs
$15.84 is the 25th percentile. Wages below this are outliers.
$14.64 - $16.43
20% of jobs
$16.43 - $18.23
16% of jobs
The median wage is $18.47 / hr.
$18.23 - $20.02
19% of jobs
$21.66 is the 75th percentile. Wages above this are outliers.
$20.02 - $21.81
9% of jobs
$21.81 - $23.60
11% of jobs
$23.60 - $25.39
6% of jobs
$25.39 - $27.19
3% of jobs
$27.19 - $28.98
2% of jobs
$28.98 - $30.77
2% of jobs
$11
$19
$30
How much do private equity operations jobs pay per hour?
What are Private Equity Operations?
What are some typical challenges faced by professionals in Private Equity Operations, and how can they be overcome?
What are the key skills and qualifications needed to thrive in Private Equity Operations, and why are they important?
What is the difference between Private Equity Operations vs Private Equity Analyst?
| Aspect | Private Equity Operations | Private Equity Analyst |
|---|---|---|
| Primary Focus | Managing portfolio company operations, process improvements, and operational strategies | Conducting financial analysis, due diligence, and supporting deal sourcing |
| Required Skills | Operational expertise, project management, industry knowledge | Financial modeling, research, valuation skills |
| Work Environment | Portfolio companies, operational teams, private equity firms | Investment teams, financial offices, due diligence settings |
| Certifications | Often no specific certifications, but operational or industry-specific credentials helpful | Finance certifications like CFA, CPA, or MBA common |
Private Equity Operations professionals focus on improving portfolio company performance through operational strategies, while Private Equity Analysts primarily conduct financial analysis and support investment decisions. Both roles are integral to private equity firms but differ in daily tasks and skill sets.

Full-time
Posted 16 days ago
Western & Southern Financial Group rating
8.9
Based on 8 frontline employees who took The Breakroom Quiz
48th of 298 rated insurance
Job description
What you will do:
- Works closely with Director, Private Equity and Reporting, on various special projects, such as integration of new acquisitions and ongoing evaluation of internal controls.
- Assists in all internal audit, GIPS, SEC and NASD examinations as needed.
- Works with other areas within the Enterprise (i.e., Investment Accounting, Cash Management) to ensure smoother transfer of information.
- Private Equity:Fund Administration/Monitoring: Manages operational aspects of new fund launches, including providing reporting to prospects, managing the data room and understanding the nuances of each new fund. Plays a lead role in cash needs of each fund, including recommending usage of the lines of credits and when to call or distribute capital. Implements fund monitoring functions related to operations; including sourcing, loading and tracking data to provide investment managers to enable them to effectively manage their investments. This includes identifying system and resource requirements. Works with senior Private Equity management to develop new products and offerings, including developing operational launch strategy and identifying systems and resource needs. Effectively manages fund wind-downs, including limited partner notification, coordination with purchasing entity and facilitating money movement. Reviews and ensures all new Limited Partnership Agreements address essential accounting, operational and administrative issues prior to final execution. Ensures efficient processing of document execution and changes relating to the Limited Partners of the Private Equity Partnerships.
- Reporting: Oversees the production and distribution of quarterly reporting packages for all Private Equity Funds (20). includes managing the process/schedule of events and writing the quarterly letters. Creates content and manages execution of critical PE meetings with investors and prospects, including annual meeting advisory boards, RFPs and consultant presentations. Ensures all reporting and filing requirements with Limited Partners are met by reviewing Limited Partnership Agreements and contracts and creating/maintaining operational schedules for each fund. Completes net of fee IRR calculation and public market equivalent performance calculations. Creates customized calculations based on client and consultant needs. Creates customized reporting for all separate account mandates to demonstrate effectiveness of program. Performs ad-hoc performance and cash flow reports from the product group and/or clients. Designs/develops reports for new funds formed by the private equity team. Coordinates, reviews and approves all fund financial managing the timeline of the process
- Operational: Ensures timely processing of all capital calls and distributions made by the funds' underlying investments (approximately 4500 per quarter). Ensures timely calculation and processing of all capital calls and distributions made by the funds to their limited partners (approximately 12 calls/distributions per quarter). Manages the cash needs for each fund. Balances cash requirements, fund solvency requirements and impact on each fund's IRR. Oversees all reconciliations between Private and the underlying funds (approximately 400 investments in underlying funds). Oversees all bank reconciliations - both DDA and custody accounts (22 accounts).
- Performs other duties as assigned.
- Complies with all policies and standards.
- Bachelor's Degree Bachelor's degree (finance or accounting preferred). - Required
- Proven understanding and experience of the financial services industry as well as previous management experience. - Required
- Proven experience managing and leading a team of individuals. Proven experience supervising and mentoring individuals. Must cite examples of providing direction, coaching and giving effective feedback to team members. - Required
- Demonstrated experience working independently under little direction from management. Demonstrated success identifying and resolving issues requiring independent decision-making and self-initiative. - Required
- Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks accurately and on a timely basis. Cite examples of project management experience in planning, executing and maintaining a project from start to finish. - Required
- Proven extensive experience working independently to make decisions and demonstrate initiative. Experience must include identifying, defining and resolving problems and collecting or interpreting data to establish facts and draw valid conclusions. - Required
- Proven experience with innovative and creative problem resolution as it relates to Investment Management operations. Problem identification and resolution. - Required
- Demonstrated excellent verbal and written communication skills; ability to work across organizational boundaries and effectively build relationships inside and outside of the organization (e.g., Clients, CFOs of underlying funds and direct investments). -
- Proven ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. -
- Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. -
- Proven ability to interpret financial statements and apply a broad business perspective in summarizing results; demonstrated in depth knowledge, understanding and experience interpreting, utilizing and applying GAAP accounting rules and regulations -
- Proven overall strong business knowledge in accounting, operations, customer service, systems and compliance. -
- Demonstrated knowledge of investment accounting and processing related to traditional securities and mutual funds for institutional, retail or private equity clients. -
- Proven advanced knowledge of portfolio and composite performance calculations. -
- Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands. -
- Proficient in word processing and spreadsheet applications. -
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
- None
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About Western & Southern Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Cincinnati, OH, US
Year founded
1888