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Fund Accountant

90k – 110kBerkeley, CARemote3+ YOE
Summary

Fund Accountant manages fund accounting, reconciliations, financial reporting, P&L, and treasury for investment funds across asset classes. Requires 3+ years in hedge funds or asset management accounting, Excel expertise, and bachelor's in finance-related field.

About the role

Responsibilities

  • Maintain accuracy and provide key reporting, including the monthly and annual financial statements, tax compliance responsibilities, and treasury management related to our investment funds (across multiple asset classes and geographies)
  • Work closely with our service providers to ensure policies and internal control standards are being followed
  • Develop and monitor daily and monthly reconciliations between internal records, prime brokers, counterparties, banks, and the fund administrator
  • Maintain the internal accounting system, produce daily and monthly trading profit and loss reports and AUM reports, and confirm settlement activity across trading strategies

Requirements

  • 3+ years of experience in hedge fund, public accounting for asset management, or fund administrator
  • Thorough understanding of financial reporting and its application to investment management funds
  • Experience working with enterprise-level accounting software
  • Advanced abilities in Microsoft Excel
  • Bachelor’s degree in Economics, Finance, or Accounting
  • Authorization to work in the United States

Preferred

  • Experience automating manual processes
  • Exposure to or interest in gaining experience with Python or SQL
Skills
Microsoft ExcelPythonSQLenterprise accounting softwarefinancial reportinghedge fund accountingprofit and loss reportingreconciliationstreasury managementtax compliance
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