Employee Co-Investment Reporting, Vice President

Betty Job Board

$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance.
  • 7+ years of experience in public accounting, private equity, or Fintech.
  • Solid understanding of partnership accounting and private equity structures.
  • High proficiency in Excel and experience with data visualization tools (Power BI, Tableau).
  • Ability to communicate effectively across accounting and technology domains.
  • Self-starter focused on modernizing workflows and implementing systems.
  • Strong organizational skills to manage multiple deadlines.

Responsibilities

  • Lead planning and execution of employee co-investment activities.
  • Oversee timely closing and management of employee commitments within internal systems.
  • Review fund opportunities for alignment with policies and carry plan awards.
  • Act as a primary contact for stakeholders on commitment status and program mechanics.
  • Interface with external vendors for employee onboarding and administration.
  • Build and maintain co-investment reporting in collaboration with internal teams.
  • Support the design and implementation of scalable co-investment processes.

Benefits

  • Opportunity to shape a new co-investment function from the ground up.
  • Part of a firm undergoing financial transformation initiatives.
  • Work at the intersection of traditional finance and modern technology.
  • Collaborate with diverse teams and senior leadership.
  • Dynamic and fast-paced work environment with innovative solutions.
Full Job Description
Description of Position

This is a newly created Vice President role within the Operations team, responsible for the day-to-day management and reporting of employee co-investment interests across TPG funds. This position is a blend of specialized fund accounting and operational project management, playing a key role in the Firm's ongoing financial transformation initiatives.

The role serves as a critical liaison between GP Services (GPS), Legal, Compensation, and Investor Relations. We are looking for a tech-forward accounting or finance professional who is comfortable working at the intersection of traditional private equity and modern financial technology to help build a scalable, automated co-investment function from the ground up.

Principal Responsibilities

Employee Co-Investment Management Program Execution
  • Lead the planning and execution of employee co-investment activity, including the closing process for both mandatory and discretionary employee commitments.
  • Oversee the timely closing of employee commitments through feeder vehicles; manage the setup of entities and partners within internal systems and the general ledger in partnership with Legal and GP Services.
  • Review new fund opportunities to ensure employee participation options align with firm policies and carry plan awards.
  • Act as a primary point of contact for senior internal stakeholders regarding commitment status, participation levels, and program mechanics.
  • Interface with external vendors and fund administrators to ensure seamless execution of employee onboarding and administration.
  • Build, test, and own a new suite of co-investment, promote, and commitment reports in collaboration with internal Engineering and GPS teams.

Reporting, Dashboards & Infrastructure Development
  • Support the design and lead the implementation of new processes and systems to scale the co-investment function and reduce manual touchpoints.
  • Develop and maintain validation dashboards to ensure reporting integrity between co-investment accounting teams and broader firm data (NAV, unfunded commitments, etc.).
  • Drive the production of quarterly co-investment reporting for employee partners, ensuring high-quality visibility into investment performance.
  • Support firm-wide operational initiatives by gathering technical requirements and executing User Acceptance Testing (UAT) for new systems and reporting tools.

Requirements
  • Bachelor's degree in Accounting or Finance.
  • 7+ of experience in public accounting, private equity, or Fintech (specifically within wealth-tech or automated financial operations). Experience working within a fast-paced Fintech environment-particularly with investment partnership or fund administration-is highly preferred.
  • Solid understanding of partnership accounting (capital accounts, allocations, fee/carry mechanics) and private equity structures.
  • High proficiency in Excel and experience with modern data visualization tools (Power BI, Tableau). Exposure to SQL or Python is a significant plus.
  • The ability to speak the language of both accounting and technology to execute engineering-driven projects.
  • A fix-it type individual and self-starter motivated to modernize manual workflows and lead system implementations.
  • Highly organized with the ability to manage consultants and meet multiple concurrent deadlines in a fast-paced environment.
  • Strong interpersonal skills with the executive presence required to interact with senior leadership and cross-functional partners.

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