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Tier-1 brand and metro location increase applicant density, but role's mutual-fund specialization limits competition.
Mutual fund/hedge-fund reporting and regulatory knowledge make industry experience highly important.
Explicit 10-12 years requirement and niche mutual fund reporting expertise raise filter strictness.
Own end-to-end preparation and timely review of financial statements, portfolio schedules, and mandatory regulatory filings for investment company clients.
Manage production controls, risk mitigation, and compliance with audit and regulatory deadlines across multiple global teams and offshoring partners.
Lead and develop staff by reviewing work, resolving client issues, coaching, and participating in HR decisions related to performance and hiring.
10+ to 12+ years experience in Mutual Fund/Hedge Fund financial reporting, accounting, or finance with staff management experience.
Bachelor’s Degree in Commerce/Economics with specialization in Business, Accounting, or Finance preferred.
CA/CPA/ACCA or similar professional qualifications preferred.
Must work shifts overlapping US, APAC, and EMEA time zones to facilitate training and collaboration.
Experienced leader with deep knowledge of Mutual Fund structures, US GAAP/IFRS, and regulatory financial reporting.
Proven ability to manage complex cross-departmental and global offshore coordination in a high-volume financial services environment.
Technically competent with automation tools (FundSuite, MCH, Macros) and strong problem-solving skills to drive process improvement.