Senior Analyst - Private Wealth Open Ended Fund Controllership

Added
3 days ago
Type
Full time
Salary
Salary not provided

Related skills

excel nav fund accounting investor reporting investran

📋 Description

  • Oversee day-to-day ops for open-ended private wealth funds, incl. NAV.
  • Manage monthly/quarterly NAV close, overseeing third-party administrators.
  • Review/approve investor allocations, capital statements and distributions.
  • Oversee management/incentive fee accruals and high-watermark.
  • Support liquidity processes and fund financing; monitor/report obligations.
  • Review core accounting transactions: cash, investments, accruals.

🎯 Requirements

  • 4-8 years in fund controllership, fund administration or audit.
  • Accounting degree required; ACA/CA/CPA or equivalent preferred.
  • Experience with private markets, credit or real assets in wealth/retail distribution helpful.
  • Strong NAV processes, performance fees and investor-level accounting knowledge.
  • Ability to operate in a fast-paced, evolving platform.
  • Strong interpersonal skills across Finance, Ops, Treasury, Tax, Legal, Tech and Client teams.
Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Finance Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Related Finance Jobs

See more Finance jobs →