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Strong Tier-1 brand, metro location and mid-level finance role yield moderate competition.
Requires SEC filings and fund accounting expertise, limiting transferability across industries.
Explicit 6–8 years plus SEC, ESP, SQL and managerial requirements enforce strict filters.
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Manage production, review, and oversight of SEC Form N-PORT and N-CEN filings, ensuring highest quality standards.
Lead client onboarding and implementation process including setup on ESP reporting platform and managing client relationships.
Develop and maintain SOPs, perform root cause analysis of errors, conduct team training, and assist ESP support team with technical integration and testing.
6 to 8 years of experience in related accounting or finance field preferred.
Graduate degree in Business, Accounting, Finance or equivalent experience preferred.
Knowledge of SEC, IRS, accounting requirements related to investment companies and fund structures.
Experience with Enterprise Servicing Platform (ESP) and ability to perform SQL queries or database management.
Experienced in financial reporting for investment products with strong understanding of SEC filings and related accounting standards.
Demonstrated ability to manage client relationships and lead implementation and onboarding processes.
Comfortable working cross-functionally with technology teams and driving process improvements and training within a team environment.