Remote Fund Migrations Senior Associate

Belltower Fund Group; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote-first company

Job summary

Belltower Fund Group is seeking a Fund Migrations Senior Associate to oversee onboarding and migration of funds to the AngelList platform. You will manage data validation, operational setup, stakeholder communications, and post-conversion stabilization.

You will partner with clients, incumbent administrators, and internal teams to ensure smooth migrations, meet milestones, and provide regular updates. Remote-first role with US/Canada eligibility.

Qualifications

• 3+ years of experience in public accounting, fund administration, fund accounting, investment operations, or related financial services.
• Experience with complex client implementations, fund onboardings, or large-scale operational initiatives involving multiple stakeholders.
• Strong knowledge of alternative investment structures (private equity, venture capital, or digital asset funds) and ASC 946 understanding.

Responsibilities

• Execute end-to-end fund migrations and transitions from incumbent administrators to the AngelList platform.
• Manage multiple concurrent migration engagements, track milestones, and ensure timely implementation.
• Review and validate migrated data (investor capital accounts, GL balances, portfolios, commitments, capital activity, waterfalls, historical info).
• Collaborate with clients and external stakeholders to gather information, manage expectations, resolve issues, and provide updates.
• Mentor and develop offshore migration specialists with guidance, performance coaching, and growth opportunities.
• Identify process improvements and automation opportunities to reduce manual effort and improve onboarding experience.
• Ensure migrations are completed on schedule with high accuracy and strong communication, building client trust.
• Explore AI/automation options to improve existing processes.

Skills

Project management

Client relationship management

Communication skills

Automation/AI mindset

Education

CPA license (preferred)

Job description

Belltower Fund Group is seeking a Fund Migrations Senior Associate to oversee onboarding and migration of funds to the AngelList platform. You will manage data validation, operational setup, stakeholder communications, and post-conversion stabilization.

You will partner with clients, incumbent administrators, and internal teams to ensure smooth migrations, meet milestones, and provide regular updates. Remote-first role with US/Canada eligibility.