Assistant Controller

Overview

We are working on a high-priority Assistant Controller search with a well-established investment management platform in New York. This is a hands‑on, high‑exposure role sitting directly under the Controller within a lean team, ideal for someone looking to step out of public accounting or elevate within financial services into a more holistic, business‑facing seat. Great opportunity for someone who wants to understand the business, influence processes, and grow into leadership
.

• Direct exposure to firm leadership and decision‑making
• Broad scope across financial reporting, operations, and regulatory
• Opportunity to operate in a true ownership environment (not siloed)
• Clear path toward Controller‑level progression

• Own key components of the month‑end, quarter‑end, and year‑end close
• Manage GL, accruals, revenue recognition, and balance sheet integrity
• Oversee reconciliations, and vendor processes
• Partner with auditors (Big 4 exposure highly relevant) and support audits
• Contribute to FINRA / regulatory reporting alongside external partners
• Support partnership accounting and tax coordination
• Drive process improvements and internal controls

• 5–10 years of experience
• CPA
• Experience in investment management, financial services, or a management company is strongly preferred