Assistant Controller – Investment Portfolio
Listed on 2026-03-01
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Finance & Banking
Financial Manager, Financial Analyst, Financial Reporting, Corporate Finance
Trinity Capital Inc. (Nasdaq: TRIN) is an international alternative asset manager that seeks to deliver consistent returns for investors through access to private credit markets. We are looking for an experienced professional to join our world-class team as the Assistant Controller – Investment Portfolio in Phoenix, Arizona. This is a critical role within a publicly traded organization where you’ll drive accuracy, insight, and scalability across our investment portfolio accounting.
Job DescriptionWe are seeking a highly experienced and technically proficient finance leader that thinks strategically and collaborates effectively to help Trinity optimize finance and accounting operations while supporting the long-term growth and success of the company. The ideal candidate possesses exceptional leadership abilities, a deep understanding of financial processes and a proven track record of driving results in a growing organization. The role includes implementing and enhancing financial technology solutions, overseeing investment portfolio activities with a strong emphasis on data accuracy and automation, and collaborating with senior leadership and cross‑functional teams to support business objectives.
We are looking for a well‑rounded individual with solid interpersonal skills, at least eight years of accounting experience, and a strong work ethic who is comfortable working in an entrepreneurial, growing financial services business. It is important for this individual to have the highest ethical standards and to fit into a company culture of integrity, humility, honesty, and transparency. This individual should be able to work independently while also engaging fully in a collaborative team environment that values continuous learning, operational efficiency, and technology‑enabled process improvement.
Dutiesand Responsibilities
- Oversee Investment portfolio transaction activity, loan portfolio servicing, and monitoring portfolio syndications across platform, ensuring accuracy, data integrity, and timely reporting.
- Partner with portfolio management and finance team members to model investment modifications, repayment scenarios, and other portfolio analytics using robust data‑driven technologies.
- Partner closely with investment valuation team members to identify structures that maximize investment value.
- Lead the implementation and integration of new portfolio management software solution. Ensure data migration accuracy, including investment portfolio data, and implement automated workflows to enhance reporting, compliance and operational efficiency.
- Supervise and participate in the month‑end and year‑end closing processes.
- Prepare and review investment portfolio related disclosures in the financial statements to ensure accuracy and compliance with GAAP or other relevant accounting standards.
- Preparation of board and audit committee materials related to the investment portfolio, incorporating insights from portfolio data and system reporting.
- Further the development, structure, and scalability of standardized templates for recurring activities (e.g., investment allocations/funding activity) and create checklists to ensure operating effectiveness and efficiency.
- Review and analyze the monthly financial results to ensure the accuracy and timeliness of the monthly financial close process.
- Improve and maintain process documentation and standard operating procedures for accounting workflows and ensure compliance with SOX 404 internal controls.
- Supervise, mentor, and develop a team of accountants and finance professionals.
- Coordinate cross‑departmental collaboration for financial reporting and planning.
- Communicates complex financial information clearly to both finance and non‑finance team members.
- Demonstrates strong leadership with the ability to coach, motivate, and develop high‑performing teams.
- Shows sound judgment and calm decision‑making under pressure or tight deadlines.
- Collaborates effectively across departments to solve problems and drive alignment.
- Maintains high integrity, confidentiality, and ethical standards in all financial matters.
- Bachelor’s degree in accounting or finance is…
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