Investment Management Finance , Director, Product Controllers
Core
Director in Investment Management Finance providing management, review, analysis, and advisory services for the Firm's financial and capital resources, specifically supporting the Investment Accounting team and process transformation.
Role type
Director, Product Controllers
Builds
Accounting controls, transformation products, and operational efficiency improvements for the Investment Management segment.
Domain
Financial Services / Investment Management / Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Accounting controllership, data analysis, financial system navigation, regulatory reporting, cross-functional collaboration, strategic and detailed analysis
Preferred skills
CPA certification, bank regulatory reporting experience, PowerBI, Alteryx, IBM Cognos/TM1, Microsoft Excel, PowerPoint, Word
Technologies
PowerBI, Alteryx, IBM Cognos/TM1, Microsoft Excel, PowerPoint, Word
Responsibilities
Support accounting function for Seed Investment, Carried Interest, Consolidations, Corporate Accounting, Cash and AUM controllership; Work on transformation products; Interact with business units, IT, operations, counsel, audit, and data providers; Improve operational efficiency in billing, cash receipt, and revenue cycles; Assist with quarterly invoicing distribution and quality control.
Seniority
Director, strategic leadership with hands-on execution