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Fund Administration Supervisor
Job in
Peoria, Maricopa County, Arizona, 85381, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Business
Financial Compliance
Job Description & How to Apply Below
- Lead and manage teams responsible for fund compliance programs, regulatory filings, and financial statement preparation
- Oversee client relationships at a high level and support the administration teams that service them
- Proactively coordinate fund operations and communications with service providers, including investment advisors, custodians, transfer agents, fund accountants, attorneys, and auditors
- Review fund and client account activity to identify potential issues and recommend corrective actions
- Provide training and technical guidance to staff regarding regulatory and procedural changes
- Evaluate existing procedures and implement process improvements to enhance efficiency and compliance
- Provide objective guidance to other supervisors within a team
- Participate in department level initiatives, committees and working groups
- Execute strategies and drive change for the fund administration department and the entire business line
- Support business growth initiatives, including participation in new client or product activities
- Bachelor's degree in accounting, finance or related field
- CPA certified or candidate
- Nine or more years of experience in Mutual Fund Administration or related field, i.e., public accounting
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