Assistant Financial Controller/Financial Controller

Jacobs Levy Equity Management; Florham Park (NJ); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Discretionary bonus plans

Health insurance

Dental coverage

401(k) plan

Paid time off

Job summary

Jacobs Levy Equity Management, an institutional asset management firm in Florham Park, NJ, seeks an Assistant Financial Controller/ Financial Controller to work with the CFO to manage and enhance the firm’s financial operations, reporting and strategy. The role blends day-to-day finance management with strategic projects focused on institutional accounts and public equity investment strategies.

The actual title will depend on your skills and experience.

Qualifications

• Master's degree in Finance, Accounting, Economics or related field.
• CPA strongly preferred; CIPM/CFA designation a plus.
• 5–10 years of asset/financial services experience.
• Strong understanding of institutional investing and reporting standards.
• Proficiency in Excel and financial reporting systems.

Responsibilities

• Support CFO in forecasting, cash flow management and financial analysis.
• Assist in daily operations, client deliverables, and onboarding of new client mandates.
• Manage accounting functions, bookkeeping, and vendor relationships.
• Prepare tax returns and GAAP-compliant financial statements.
• Maintain timely reporting of firm performance, including AUM, fees, and performance calculations.
• Collaborate with operations, compliance and portfolio management for reporting on mandates.
• Oversee vendor relationships related to financial services, fund administration, audit and tax.
• Assist with client and regulatory reporting (ADV, Form PF, GIPS).
• Support business development with financial analyses.
• Contribute to risk management, internal controls and process improvements.

Skills

Analytical skills

Problem solving

Cross-functional collaboration

Excel

Financial reporting systems

Education

Master's degree in Finance/Accounting/Economics

CPA

CIPM

CFA

Tools

Excel

QuickBooks

Advent

Job description

Key Responsibilities

• Support the CFO in managing financial aspects of the firm, including forecasting, cash flow management, and financial analysis
• Assist in daily operational tasks and preparing client deliverables as well as developing transition plans for and onboarding of new client mandates
• Assist in managing accounting functions, including bookkeeping and oversight of accounting software systems and tools, and vendor relationships
• Assist in the preparation of tax returns and internal and external financial statements in accordance with GAAP and regulatory requirements
• Maintain accurate and timely reporting of firm performance, including AUM tracking, management fee and incentive fee calculations
• Collaborate with operations, compliance, and portfolio management teams to ensure accurate and timely reporting for investment mandates
• Oversee vendor relationships related to financial services, fund administration, audit, and tax
• Assist with client and regulatory reporting (e.g., ADV, Form PF, GIPS compliance)
• Support business development efforts with financial analyses
• Contribute to risk management, internal controls, and process improvement initiatives for the finance function and the firm

Qualifications

• Master's degree in Finance, Accounting, Economics, or a related field; CPA strongly preferred and CIPM and/or CFA designation is a plus
• 5-10 years of relevant experience in asset management, investment management, or financial services
• Understanding of institutional investing and separately managed accounts and commingled funds, especially U.S. and global equity strategies
• Strong understanding of financial principles and accounting
• Familiarity with investment performance metrics, fee structures, and reporting standards
• Excellent analytical, modeling, and problem-solving skills
• Proficiency in Microsoft Excel and financial reporting systems (e.g., QuickBooks, Advent, or similar platforms)
• Detail-oriented with a high level of integrity and confidentiality
• Strong communication and interpersonal skills, with the ability to work cross-functionally

Jacobs Levy Equity Management, an institutional asset management firm located in Florham Park, NJ, is seeking an Assistant Financial Controller/ Financial Controller, who will work alongside the Chief Financial Officer (CFO) to manage and enhance the firm’s financial operations, reporting, and strategy. The role blends day-to-day management of the financial operations and strategic projects, with a focus on the specific nuances of managing institutional accounts and public equity investment strategies. The actual title will depend on the individual’s skills and experience.

When determining the actual base salary offered to successful candidates, various factors will be considered, including but not limited to, the candidate’s relevant experience, skills, and qualifications for the role, as well as level of education attained, certifications, and other professional licenses held. The expected base salary for this position is $150,000-$200,000. In addition to base salary, benefits include discretionary bonus plans, health, dental and other wellness plans, contributions to profit-sharing and 401(k) plan, paid time off, and more.

We are an Equal Opportunity Employer.

Jacobs Levy has been recognized by Pensions & Investments as a Best Place to Work in Money Management, which demonstrates our firm’s commitment to building and maintaining a strong workplace culture.