Remote Senior Fund Migrations Associate

Belltower Fund Group

Chicago (IL)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Benefits offered by this job

Remote-first
Equal opportunity employer

Job summary

Belltower Fund Group in the United States is seeking a Fund Migrations Senior Associate to oversee onboarding and migration of funds to the AngelList platform. You will manage end-to-end transitions from incumbent administrators, validating data and setting up operations.

You will work with fund leads, clients, and external partners, guiding multiple migrations, mentoring offshore specialists, and driving improvements through automation and AI.

Qualifications

  • 3+ years in public accounting, fund administration, or related financial services.
  • Experience with complex client implementations and multi-stakeholder programs.
  • Strong knowledge of alternative investment structures (PE/VC/digital assets).
  • Excellent project management and stakeholder communication.
  • CPA license preferred but not required.

Responsibilities

  • Lead end-to-end fund migrations to AngelList platform.
  • Coordinate multiple concurrent migration engagements and milestones.
  • Validate migrated data: investor accounts, GL, portfolios, waterfalls.
  • Engage clients and external parties; provide regular updates.
  • Mentor offshore migration specialists; provide coaching.
  • Identify automation opportunities to streamline onboarding.
  • Ensure migrations finish on schedule with minimal disruption.
  • Explore AI-driven process improvements.

Skills

Fund migrations
Project management
Client communications
Public accounting experience
AI/automation mindset
Investment operations knowledge

Education

CPA license preferred

Job description

Belltower Fund Group in the United States is seeking a Fund Migrations Senior Associate to oversee onboarding and migration of funds to the AngelList platform. You will manage end-to-end transitions from incumbent administrators, validating data and setting up operations.

You will work with fund leads, clients, and external partners, guiding multiple migrations, mentoring offshore specialists, and driving improvements through automation and AI.

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