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Tier-1 employer, Bangalore metro, and a common mid-level finance reporting role increase applicant competition.
Specialized SEC filings and fund accounting responsibilities limit transferability across industries.
Explicit 6–8 years requirement, SEC/regulatory expertise, ESP/SQL skills make shortlisting stringent.
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Manage the production, review, and accuracy of SEC Form N-PORT and N-CEN filings including client-specific onboarding and setup on the Enterprise Servicing Platform (ESP).
Lead client implementation discussions and ongoing relationship management through onboarding to Business As Usual (BAU) support.
Oversee and provide direction to team members, including training, checklist design for review processes, and ensuring coverage for all activities.
6 to 8 years of related experience in accounting or finance preferred.
Graduate degree in Business, Accounting, Finance or equivalent experience preferred.
Strong knowledge of SEC, IRS, and general ledger accounting regulations for investment companies and fund structures.
Experience with Enterprise Servicing Platform (ESP) including SQL query/database management skills.
Experienced in managing complex financial reporting projects involving SEC regulatory filings and client onboarding in financial services.
Capable of leading and developing teams with strong operational oversight and training responsibilities.
Proficient in coordinating across technology and client support teams to resolve issues and deliver compliant reporting solutions efficiently.