Senior Associate, Fund Finance

Madison-Davis
  • Berkeley Heights, NJ
  • Instant Apply
30+ days ago

Job Description


ABOUT THE ROLE

A leading global alternative asset manager is seeking an Senior Associate to join its Fund Finance team supporting a large, open-ended private markets investment vehicle. This role provides broad responsibility across fund accounting, SEC reporting, NAV oversight, liquidity management, technical accounting, and financial controls.

The ideal candidate will bring a combination of public accounting and/or financial services experience with exposure to private equity, infrastructure, alternative investments, or other complex fund structures.

RESPONSIBILITIES
  • Own day-to-day fund accounting and financial reporting activities.
  • Oversee NAV calculations, capital activity, management fees, and promote calculations.
  • Manage quarterly and annual financial close deliverables.
  • Support the preparation and review of 10-Q, 10-K, and other SEC filings.
  • Coordinate with internal and external auditors and support annual audit activities.
  • Maintain and oversee SOX controls and related financial reporting processes.
  • Monitor fund liquidity and support treasury activities across the investment structure.
  • Oversee investor subscriptions, redemptions, distributions, and other capital activity.
  • Prepare and review technical accounting and accounting policy memoranda.
  • Partner with internal stakeholders and external service providers on financial reporting and operational matters.
  • Lead and mentor junior professionals.
  • Identify opportunities to improve processes, controls, and reporting efficiency.
  • Support ad hoc finance and strategic initiatives.

QUALIFICATIONS
  • Bachelor s degree in Accounting, Finance, or a related field.
  • Approximately 3 7+ years of relevant accounting experience.
  • Public accounting experience, ideally from a Big 4 or other large national accounting firm, and/or financial services accounting experience.
  • Experience with private equity, private markets, infrastructure funds, or other alternative investment vehicles.
  • Experience supporting publicly reporting and/or SEC-registered investment vehicles strongly preferred.
  • Strong knowledge of SEC reporting, including 10-Q and 10-K filings.
  • Understanding of fund accounting, NAV, capital activity, and complex fund structures.
  • Knowledge of U.S. GAAP and financial reporting requirements.
  • CPA preferred.
  • Strong communication, organizational, and analytical skills.

Numbers & Facts

LocationBerkeley Heights, NJ

Skills

  • Accountingunmatched
  • Accounting Closeunmatched
  • Accounting Policiesunmatched
  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Equity Securitiesunmatched
  • External Auditunmatched
  • Financeunmatched
  • Financial Controlunmatched
  • Financial Operationsunmatched
  • Financial Reportingunmatched
  • Financial Servicesunmatched
  • Financial Strategyunmatched
  • Fund Accountingunmatched
  • Fund Reportingunmatched
  • Generally Accepted Accounting Principles (GAAP)unmatched
  • Internal Auditunmatched
  • Liquidityunmatched
  • Mentoringunmatched
  • Organizational Skillsunmatched
  • Process Improvementunmatched
  • Public Accountingunmatched
  • SEC Filingsunmatched
  • Sarbanes-Oxley Act (SOX)unmatched
  • Strategic Planningunmatched
  • Technical Accountingunmatched
  • Treasuryunmatched

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