Asset & Wealth Management, XIG, Petershill Platform Management, Associate - Salt Lake City

Key Responsibilities

• Analyze portfolio performance, including AUM, P&L, margins, and underlying fund activity
• Perform variance analysis and identify key performance drivers
• Support internal investment and portfolio review processes
• Manage tracking and analysis of distributions, receivables, and investor cashflows
• Support liquidity planning and forecasting
• Cook up with Controllers, Operations, and other teams
• Own collection and validation of investment and portfolio data across partner firms
• Produce recurring reporting and management materials
• Work with large datasets, ensuring accuracy, consistency, and integrity
• Partner with Engineering to improve data infrastructure and reporting processes
• Execute asset-level valuation processes, including model inputs and documentation
• Coordinate with internal teams and third parties and support audit processes
• Ensure outputs align with investment agreements and governance standards
• Support deal onboarding, funding coordination, and data setup
• Aid in allocation processes and related analyses
• Serve as a point of contact for partner firm finance teams

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3–5 years of experience in private equity, fund accounting, or financial analytics

Technical Skills

• Strong financial and fund accounting knowledge (P&L, cash flow, fund structures)
• Advanced Excel skills, including experience working with large datasets

Core Competencies

• Hightly analytical with the ability to connect disparate data points
• Strong communication skills across internal teams and external partners
• Sound judgement and problem-solving ability
• Detail-oriented with a high standard for data accuracy
• Proactive, collaborative, and ownership-oriented, with an ability to improve processes and scale workflows