Financial Analyst - Private Equity

Mission Staffing

📍
Posted May 19, 2026
← Back to Jobs

Job Overview

Position

Financial Analyst - Private Equity

Company

Mission Staffing

Location

Work Type

On-site

Job ID

li-4416919838

Job Description

New Financial Analyst opening with a Rapidly Growing Private Equity Fund in NYC.

The ideal candidate is a self-motivated and detail-oriented team player with strong organizational skills and intrinsic knowledge of financial services space. This is an exciting opportunity for a motivated professional seeking a fast paced, dynamic and high energy work environment looking to positively impact business operations at a top-tier private equity firm.

This is not a siloed back-office role — the position works closely with the Portfolio Operations Manager and broader investment team on a daily basis. Great fit for someone who enjoys both execution work and helping build scalable infrastructure from the ground up.

About the Firm

• Offices in Midtown

• 5 person finance/operations team – all team members work across investor relations, finance, accounting, fp&a, and valuations

• New hire due to growth/volume

• Great culture, super tight-knit, fun environments

• Lots of work outings and events, happy hours, etc.

• Very competitive benefits, 401k match, etc.

Responsibilities

• Role is newly created with the opportunity to make a real impact

• Supporting warrant exercises, convertible debt/equity conversions, and share delivery processes

• Coordinating with brokers, legal counsel, and transfer agents

• Maintaining portfolio trackers, ownership thresholds, restricted lists, and key deal data

• Supporting new deal onboarding and transaction workflows

• Helping build and improve internal systems, automation, and AI-driven operational infrastructure

What they're looking for:

• 2+ years of experience in fund operations, financial services, or a similar environment

• Strong organizational skills and attention to detail

• Someone hungry, proactive, and eager to take ownership

• Strong Excel skills; exposure to Python, SQL, or automation tools is a plus

• Interest in markets, securities, and operational process building

✦

Interview Prep

AI-powered insights to help you prepare

Key Skills

Required:
Preferred:

Practice Questions

💡Technical Questions (3)
  • 1.Can you walk me through the operational process of supporting a warrant exercise or a convertible debt conversion from a fund operations perspective?
  • 2.How would you go about maintaining and updating restricted lists and ownership thresholds for a private equity fund, and why is this so critical?
  • 3.If given a large dataset of key deal data that needs to be integrated into your portfolio trackers, how would you utilize Excel to ensure accuracy and efficiency?
🎯Behavioral Questions (3)
  • 1.This role requires working closely with a small, tight-knit finance/operations team and wearing multiple hats across IR, accounting, and valuations. Tell me about a time you had to step outside your primary job function to help a team achieve a goal.
  • 2.The job description emphasizes being 'hungry' and 'proactive' to make a real impact in a newly created role. Give an example of a time you identified an inefficiency in a process and took ownership to fix it.
  • 3.You'll be coordinating frequently with external brokers, legal counsel, and transfer agents, which can sometimes be challenging. Tell me about a time you had to manage a difficult external stakeholder to keep a transaction on track.
🧩Situational Questions (2)
  • 1.You are helping build a new internal system to automate share delivery processes. A key member of the investment team is resistant to changing their current workflow and refuses to adopt the new system. How do you handle this?
  • 2.It's the end of the quarter and you are juggling high-priority tasks: finalizing portfolio trackers for a valuation meeting, onboarding a new deal, and responding to a broker regarding a warrant exercise. How do you prioritize your day?

Resume Keywords

Make sure these keywords appear on your resume

Private EquityFund OperationsWarrant ExercisesConvertible DebtTransfer AgentsPortfolio TrackersDeal OnboardingProcess AutomationOwnership ThresholdsRestricted Lists

Interested in this position? Apply directly on LinkedIn.

Apply on LinkedIn →