Junior Analyst, Private Equity Operations (18-month fixed term)
About The Position
This 18-month fixed-term role is for a detail-oriented individual to join the Private Equity Operations team. The Junior Analyst will process transaction notices, prepare payment instructions, and reconcile investment activity. This position offers hands-on exposure to the investment lifecycle, including the use of AI and automation tools. The role involves working closely with senior team members for mentorship and building practical expertise in private equity operations. The position is based in Victoria, BC, with the flexibility to work remotely one day a week. The role includes all benefits available to permanent employees.
Requirements
- Undergraduate degree in Business Administration or Economics
- 1+ years of experience in a relevant discipline, including internship or co-op experience
- Proficiency in Microsoft Excel and an aptitude for adopting data and AI-enabled tools
- Detail-oriented, with a consistent, high level of accuracy across recurring transaction and reconciliation tasks
- Strong problem-solving skills, with the ability to analyze issues and propose practical solutions
- Excellent communication and teamwork skills
- Ability to manage and prioritize fluctuating workloads
- Curiosity about processes with willingness to question and suggest improvements
- Strong planning and organizational skills with flexibility in adapting to changing assignments
- Strong interest in private equity finance and investment operations
- Demonstrated ability to learn quickly and work collaboratively
- Ability to follow structured processes and workflows with precision
Nice To Haves
- Degree specialization or internship experience in accounting or finance
- Experience in asset management or private equity finance and operations considered a valuable asset
- Understanding of private equity fund structures
- Familiarity with financial systems, reporting tools, and AI-enabled technologies
- Commitment to continued professional development in accounting and finance
- Fundamental understanding of generally accepted accounting principles (GAAP)
Responsibilities
- Processes capital call and distribution notices and accounting allocations to the book of record in a timely and accurate manner
- Prepares instructions for financial payments and receipts to/from external managers and ensures compliance with contractual obligations
- Reconciles transactions across systems, investigates and resolves discrepancies
- Supports the reconciliation of unfunded and total commitments in alignment with SOC1 requirements
- Supports investment closings and lifecycle events under the guidance of senior team members
- Coordinates monthly fee payments, allocates expenses, and processes client distributions
- Monitors shared email inboxes, responds to or redirects requests as required, and performs invoicing
- Drives document tracking and maintains policies and procedures documentation
- Adheres to SOC1 report requirements in day-to-day activities
- Contributes to the team's AI, automation, and process optimization initiatives
Benefits
- Participation in our defined benefit pension plan
- Extended health and dental benefits
- Vacation benefits
- Wellness benefits
- Performance-based incentive plan
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
