Finance & Operations Controller - Investment Management

Alexander Chapman; United States; On-site; USD 100,000 - 130,000; Full time

Job summary

A well-established investment management firm, Alexander Chapman, is seeking an experienced Controller / Finance & Operations Manager. You will manage comprehensive accounting cycles, ensuring financial integrity and operational efficiency.

The role involves close collaboration with senior leadership to oversee compliance, budgeting, and regulatory functions while supporting quarterly audits. Ideal candidates should have a solid background in finance with at least 5 years of relevant experience.

This position offers significant ownership and exposure to diverse business initiatives.

Qualifications

• 5+ years of experience in accounting or finance within investment management.
• Strong understanding of financial reporting and reconciliations.
• Experience with portfolio accounting and documentation.

Responsibilities

• Manage the full accounting cycle and financial reporting processes.
• Oversee daily operational workflows and cash management activities.
• Coordinate payroll processing and assist with tax reporting.

Skills

Accounting

Financial Reporting

Operational Controls

Microsoft Excel

Tools

Accounting Systems

Reporting Platforms

Job description

A well-established investment management firm, Alexander Chapman, is seeking an experienced Controller / Finance & Operations Manager. You will manage comprehensive accounting cycles, ensuring financial integrity and operational efficiency.

The role involves close collaboration with senior leadership to oversee compliance, budgeting, and regulatory functions while supporting quarterly audits. Ideal candidates should have a solid background in finance with at least 5 years of relevant experience.

This position offers significant ownership and exposure to diverse business initiatives.