Strategic Financial Controller - Asset Management

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

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.