Fund Controller POST NUMBER: 455094

New York, NY

Client - Financial Services
Title - Fund Controller
Salary- 185,000-$245,000
Location - NYC
Job Description- Title – Fund Controller

Key Responsibilities
  • Collaborate with internal stakeholders to understand and support the management of loan portfolios, including acquisition, disposition, and financing strategies.
  • Exercise sound judgment to work independently while escalating issues when appropriate.
  • Manage monthly and quarterly financial reporting processes, including:
  • Reviewing transactional activity
  • Recalculating management fees and performance allocations
  • Reviewing financial statements and partner capital reports prepared by third-party administrators
  • Support treasury functions such as:
  • Cash flow and liquidity monitoring
  • Fund disbursement approvals
  • Vendor payments
  • Calculating and processing capital calls and distributions
  • Coordinate with operations teams to reconcile servicing and reporting data.
  • Oversee loan facilities, including:
  • Submitting draw requests
  • Processing payments
  • Monitoring compliance with loan terms
  • Analyze investment performance, including:
  • Calculating internal rates of return (IRRs)
  • Investment multiples
  • Time-weighted returns
  • Review partnership and other legal agreements to confirm compliance with terms related to fees, allocations, and expenses.
  • Prepare responses to investor and internal information requests, both recurring and ad hoc.
  • Interpret and manage complex fund structures, including master-feeder arrangements and blocker entities. Qualifications
    • 8–12 years of relevant experience in accounting and finance
    • CPA preferred
    • Bachelor’s degree in Accounting (required)
    • Experience at a major public accounting firm (e.g., Big Four) combined with in-house finance experience

Posted 2025-12-21

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