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Assistant Controller – Investment Portfolio

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Trinity Capital Inc.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Manager, Financial Analyst, Financial Reporting, Corporate Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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 Description

We 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.

Duties

and 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.
Characteristics
  • 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.
Experience
  • Bachelor’s degree in accounting or finance is…
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