Assistant Controller
Job Description
Job Description
Assistant Controller (Funds) (2 openings)
Location: Hybrid (minimum 2 days in-office, Boston, MA)
Reports to: Vice President of Finance
Overview:
A highly regarded investment firm is seeking two Assistant Controllers to support fund-level accounting, reporting, and operational finance functions. This role blends technical accounting expertise with process oversight, systems optimization, and innovation initiatives.
The position partners cross-functionally with internal stakeholders and external service providers to ensure accurate financial reporting, compliance, and efficient operations, while helping drive continuous improvement through automation and modern technology tools.
Key Responsibilities:
- Oversee accounting and reporting for investment funds and related vehicles, including audit coordination
- Manage relationships with third-party administrators and review fund accounting deliverables
- Prepare and review financial statements, capital activity, and investor reporting
- Ensure compliance with accounting standards, internal policies, and governing agreements
- Support investment-related transactions and treasury activities
- Collaborate with tax, legal, and operations teams on reporting and compliance matters
- Maintain strong internal controls and documentation across finance processes
- Respond to stakeholder and investor inquiries
- Identify and implement process improvements, including automation and system enhancements
- Leverage data analytics and technology to increase efficiency and scalability
- Partner across teams to streamline workflows and improve overall financial operations
Keys:
- 7+ years overall experience. The more, the better!!
- Public and Private experience is highly preferred.
- Straight public or private experience
- CPA is a must
- Investment partnership fund experience
Interested? Contact John Bresnahan for consideration.
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