, and managed across private investment platforms, with exposure to LP communications, fund documentation, and internal coordination... Support responses to LP data requests, due diligence questionnaires, and ad hoc investor inquiries Assist in post-close...
-level reporting Support analysis related to add-on acquisitions, refinancings, and exit readiness Assist with LP... in private equity, investment banking, consulting, FP&A, corporate finance, or data analytics preferred Demonstrated interest...
and performance summaries Support quarterly investment committee and LP reporting Clearly communicate key developments, risks... in private equity, investment banking, portfolio analytics, consulting, transaction advisory, or corporate finance is beneficial...
efficiency Support materials for fundraising, LP reporting, and internal reviews Strategic & Transaction Support Assist... (Formal or Informal) Prior internships or experience in private equity, investment banking, asset management, consulting...
, audits, and regulatory or LP information requests Ensure version control and documentation integrity across investment... or experience in investment banking, private equity, consulting, risk, compliance, or investment operations preferred Demonstrated...
performance summaries and analytics for investment committees and LP reporting Translate performance data into clear insights..., private equity, private credit, consulting, or corporate finance preferred Demonstrated interest in capital allocation...
periodic portfolio risk reporting to firm leadership and LP-facing teams Portfolio Company Interaction Work with portfolio...) Prior internships or experience in investment banking, private equity, private credit, audit, risk, consulting, or corporate...
, and performance summaries Support quarterly investment committee meetings and LP reporting Clearly communicate portfolio..., investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial Experience...
banking, institutional asset management, private equity, capital advisory, or senior consulting professionals with 5+ years... analysis Capital Raising & Investor Support LP presentation and fundraising materials support Track record analysis...
Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide... attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory...