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Assistant Financial Controller/Financial Controller

L6

ascendo resourcesMorristown, NJ2 days ago

$150,000–$200,000

Occupations

Accountants and AuditorsTreasurers and ControllersFinancial Specialists, All Other

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
We are seeking an experienced Assistant Financial Controller / Financial Controller to join an established institutional asset management firm in Florham Park, NJ. This individual will work closely with the Chief Financial Officer (CFO) to oversee financial operations, accounting, reporting, and strategic initiatives, with a focus on institutional investment accounts and public equity strategies. The final title will depend on experience and qualifications.
Key Responsibilities:
  • Support the CFO in financial planning, forecasting, cash flow management, and financial analysis
  • Oversee day-to-day accounting operations, bookkeeping, financial systems, and vendor relationships
  • Prepare internal and external financial statements in accordance with GAAP and regulatory requirements
  • Assist with tax preparation, audits, and regulatory reporting
  • Track assets under management (AUM) and calculate management and incentive fees
  • Support client onboarding, new investment mandates, and operational transitions
  • Collaborate with portfolio management, operations, and compliance teams to ensure accurate financial and investment reporting
  • Coordinate with external auditors, tax professionals, fund administrators, and financial service providers
  • Assist with regulatory and client reporting, including Form ADV, Form PF, and GIPS compliance
  • Provide financial analysis to support business development and strategic initiatives
  • Strengthen internal controls, risk management processes, and financial reporting procedures
Qualifications:
  • 5–10 years of relevant experience within asset management, investment management, or financial services
  • Strong understanding of institutional investment management, separately managed accounts (SMAs), and commingled funds
  • Experience with U.S. and global equity investment strategies preferred
  • Strong accounting, financial reporting, and financial analysis skills
  • Knowledge of investment performance metrics, management fee structures, and reporting standards
  • Experience with financial modeling, budgeting, forecasting, and cash flow analysis
  • Advanced Microsoft Excel skills and experience with financial reporting systems such as QuickBooks, Advent, or similar platforms
  • Strong analytical, organizational, and problem-solving abilities
  • Ability to work cross-functionally with investment, operations, and compliance teams
  • Master's degree in Finance, Accounting, Economics, or a related fieldCPA strongly preferred; CFA or CIPM designation is a plus
Compensation & Benefits
Base salary: $150,000–$200,000 Discretionary bonus opportunities
Health, dental, and wellness benefits Profit-sharing and 401(k) contributions Paid time off Equal Opportunity Statement: Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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Level

LeadL6

Salary

$150,000–$200,000

Location

Morristown, NJ

Occupation

Accountants and Auditors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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