Job Information
Robert Half Fund Controller at Investment Management Firm in San Mateo, California
Description
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Be part of an innovative, fast-growing firm in the Peninsula that's redefining the investment management industry. Our client is looking for a sharp and motivated Controller to collaborate closely with the CFO and contribute to their ongoing success. You’ll enjoy a competitive compensation package, a flexible hybrid schedule, and a vibrant, entrepreneurial work environment where your impact is truly valued.
Responsibilities:
Oversee fund accounting, including preparation of financial statements, NAV calculations, and investor reporting, ensuring accuracy and timeliness.
Manage capital calls, distributions, waterfall calculations, and maintain relationships with third-party service providers.
Drive process improvements to enhance efficiency and provide strategic insights on fund structuring, cash flow, and overall financial strategy.
Collaborate with the investment team on funding strategies, liquidity planning, and banking relationships.
Supervise tax filings, regulatory compliance, and quarterly performance reports.
Lead the annual audit process and assist the CFO in finance department initiatives.
Requirements
Bachelor’s degree in Accounting or related field.
6+ years of experience in investment funds, such as private equity, private credit, or venture capital.
Strong knowledge of investment partnership accounting.
Excellent communication, leadership, and interpersonal skills.
Highly detail-oriented, team-oriented, organized, and analytical with a proactive, self-motivated attitude.
Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.
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