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PEPI: Senior Associate, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

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Location: Greenwich, CT, United States
Date Posted: Jun 4, 2024

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A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk across the non-investing aspects of a manager’s business, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to enhance and optimize how their operations function.

CFO Services Provides the following pillar of services

  • Strategic Analytics & Planning
  • Performance Measurement & Management (Funds & Management Company)
  • Business Transformation
  • Investor Reporting
  • Valuation
  • Treasury Functions
  • Operational Review and Improvement (e.g., HR, Administration, Technology, Insurance)


Data Collection, Validation and Analysis

  • Develop information requests based on the specific project scope
  • Lead client interviews and ask the right questions in order to gather meaningful data
  • Identify information gaps through trend analysis, pattern recognition
  • Investigate beyond the first logical answer and challenge preconceived beliefs with fact-based analytics
  • Deep dive into all relevant data, improve management reporting, and develop reliable and transparent forecasting
  • Develop storyline messages using supporting facts and analyses, ensure data and branding standards flow accurately and consistently throughout the presentation

Project Management and Implementation

  • Ability to own and complete a workstream based on the pillars of service Fund Management Solutions provides
  • Review and provide inputs to all work products, and ensure that all client deliverables are presented logically and accurately
  • Set reasonable timelines/expectations and align such with client
  • Develop financial models (e.g., three statement forecast, liquidity forecasting) and client presentations independently and accurately
  • Develop bespoke solutions with creative approaches as circumstances warrant


  • Promote a team environment where diverse ideas and opinions are encouraged
  • Share knowledge and experience, provide coaching to teammates

Financial Acumen

  • Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
  • Ability to provide valuable insight and improvement initiatives to senior management and board members


  • 3-7 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred
  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • Experience in building integrated financial models including strong Excel/PowerPoint skills

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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