As an Associate in Private Equity Fund Services at Baker Tilly, your main responsibilities will include recording daily journal entries, preparing quarterly and annual financial reporting packages, handling capital calls and distributions, and managing client investor portals. Your role is vital in ensuring smooth operations and clear communication with our clients and their investors.

Candidates for the Associate position in Private Equity Fund Services at Baker Tilly should have a BBA or BS in Accounting or a related field. While a CPA license is preferred, it is not mandatory. Candidates should have 0-1 year of experience in public accounting, investment banking, or the financial services industry, or a strong interest in supporting private equity fund operations.

Successful candidates for the Associate role in Private Equity Fund Services at Baker Tilly must possess excellent communication skills, strong organizational abilities, and an attention to detail. Additionally, you will need to manage your time effectively, multitask, and work well both independently and as part of a team in a fast-paced environment.

At Baker Tilly, we strongly emphasize professional growth and continuous learning. As an Associate in Private Equity Fund Services, you'll have the opportunity to participate in various training programs and hands-on experiences that will enhance your accounting and finance skills, helping you advance within the organization.

As an Associate in Private Equity Fund Services at Baker Tilly, you can expect a collaborative and dynamic work environment. We encourage open communication and teamwork, and our supportive culture promotes the sharing of ideas and knowledge, making it an ideal place for career development.

When answering this question, provide specific examples of your past experiences with journal entries, perhaps from school projects, internships, or previous jobs. Highlight your familiarity with financial reporting and how you've contributed to preparing reports or understanding financial statements.

To respond effectively, discuss your time management strategies. Mention tools or methods you use to organize tasks, such as to-do lists or project management software, and provide examples of how you successfully managed priorities in previous roles or academic settings.

Share your passion for finance and accounting and express your enthusiasm for the unique aspects of private equity. Discuss any coursework, internships, or personal experiences that have inspired your interest in this field, and how this aligns with your career goals.

Communicate your openness to feedback and give an example of a time you received constructive criticism. Explain how you used that feedback for personal or professional growth, demonstrating resilience and a willingness to learn.

When responding, outline a specific project where teamwork was essential. Focus on your role within the group and how you contributed to the team's success, highlighting communication, collaboration, and conflict resolution skills.

Mention any accounting software you have experience with, including specifics like Investran if relevant, and discuss your proficiency with Excel or other financial analysis tools. If you lack certain experiences, express your eagerness to learn new software quickly.

Focus on your ability to simplify complex ideas. Share an example where you successfully simplified a financial concept for a peer or someone from a different background, emphasizing your communication skills and ability to tailor explanations.

Provide a brief explanation of what capital calls and distributions entail, perhaps including their relevance in private equity fund operations. Show your understanding of how these processes work and their importance for management and investors.

Express your admiration for Baker Tilly’s values, commitment to professional growth, and collaborative culture. Mention specific aspects of the company that resonate with you, like their focus on inclusivity or how they support ongoing learning, and align this with your career aspirations.

Outline your problem-solving process. Describe how you would assess the situation, seek input from colleagues if needed, and propose a solution. Mention the importance of maintaining professionalism and a calm demeanor in challenging scenarios.