Accounting & Operations Associate

Overview

Ceres Partners is seeking an Accounting & Operations Associate to join our South Bend team. This role will primarily support core accounting functions and financial reporting, while also providing administrative support. The ideal candidate will have accounting experience, be highly organized, and be comfortable contributing across both financial and operational areas of the business.

• Perform general accounting functions, including journal entries, account reconciliations, and month-end and quarter-end close activities.
• Manage and close the daily ledger for a real estate investment fund, ensuring accuracy and timeliness of all investment and operational transactions.
• Assist with financial reporting, including preparation of internal management reports and support for external audits and tax-related requests.
• Ensure compliance with applicable accounting standards (GAAP), internal controls, and company policies.
• Support process improvements, system enhancements, and automation initiatives related to accounting and reporting.

• Maintain organized records for properties, leases, and capital expenditures.
• Assist with ordering and organizing property appraisals.
• Assist with closings, title work, and regulatory filings.
• Provide ad hoc operational or administrative support as business needs arise.

• 3+ years of relevant experience in accounting, finance, operations, or a related field in the real estate industry.
• Bachelor’s degree in accounting, Finance, Business Administration, or a related discipline.
• Strong understanding of GAAP and core accounting principles.
• Proficiency with Excel and accounting or ERP systems.
• Excellent organizational and time-management skills with strong attention to detail.
• Ability to manage multiple priorities while meeting deadlines.

• CPA preferred but not required; candidates actively pursuing certification are encouraged to apply.
• Experience with real estate or investment accounting is a plus.

Base salary range of $75,000 - $125,000. Annual discretionary bonus, payable in cash and/or equity securities consistent with Wisdom Tree’s policies and procedures and subject to the terms of Wisdom Tree’s equity plan. Base rate offered will be based on candidate’s experience, qualifications, skillset and geographic location (to account for comparative cost of living).

• Wisdom Tree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:
• Medical, dental and vision coverage with multiple plan options;
• Health savings and flexible spending accounts;
• Employer-paid life, disability and business travel insurance;
• 401(k) plan with company match;
• Flexible paid time off;
• Educational reimbursement programs;
• Wellness and fitness activities;
• Paid parental leave; and
• Volunteer time off

All such benefits are subject to the terms and conditions of Wisdom Tree’s benefits plans and policies.

Ceres Partners and Wisdom Tree believe in a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Ceres Partners and Wisdom Tree are committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. Employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team.

We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

Wisdom Tree is a global financial innovator, offering a diverse suite of…