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Controller at Investment Manager
Controller at Investment Manager-March 2024
San Mateo
Mar 27, 2026
About Controller at Investment Manager

Description

Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Join an innovative, fast-growing investment management firm that's making waves in the industry! Located in the heart of the Peninsula, our client is on the hunt for a sharp, driven Controller to partner with the CFO and play a key role in their continued success. Enjoy a top-tier compensation package, flexible hybrid schedule, and a vibrant, entrepreneurial environment where your contributions truly make an impact!

Responsibilities:

Manage fund accounting, including financial statements, NAV calculations, investor reporting, and ensuring timely financial reports.

Manage capital calls, distributions, waterfall calculations, and partnerships with third-party service providers.

Implement processes to enhance efficiency and provide strategic guidance on fund structuring, cash flow, and financial strategy.

Collaborate with the investment team on funding, liquidity planning, and banking relationships.

Supervise tax filings, regulatory compliance, and quarterly performance reporting.

Lead the annual audit process and work with the CFO on finance department enhancements.

Requirements

Bachelor's degree in Accounting or related

CPA preferred

6+ years of experience in investment funds such as private equity, private credit, or venture capital

Strong expertise in investment partnership accounting.

Excellent communication, leadership, and interpersonal skills.

Detail-oriented, team-oriented, hardworking, self-motivated, confident, organized, and analytical.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .

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