Key Responsibilities & Duties Include, but not Limited to:

  • Manage the day to day activities of the US Fund Operations team
  • Design and execution of a “best practices” service provider, oversight program
  • Support/Lead key initiatives
  • Support internal clients, investment affiliates, etc., as required

Ideal Qualifications and Experience:


  • Deep knowledge of fund accounting, custody and administration, of US ‘40 Act products
  • Will have worked with or at asset management firms developing operational controls/risk mitigation programs (vendor oversight controls, operational risk assessments, governance structure review, etc.)
  • Proven track record in helping asset management firms deploy solutions for outsourcing oversight and assurance
  • Public accounting experience

Personal Skills

  • Proven experience of people management, development and coaching
  • Ability to communicate at all levels of the organization in all formats
  • Strong project management skills
  • Ability to work in a fast paced environment

Education & Experience

  • Degree in Accounting or Finance related field – CPA a plus
  • 10+ years’ experience working in the asset management industry
  • Public accounting experience, Big 4 a plus

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