Role details

This position is now filled

Senior Vice President - Mutual Fund Reporting

Columbus   •  Permanent

Bullet points

  • Leading Investment Bank Seeks SVP Mutual Fund Reporting
  • Located in Columbus, Ohio

About Our Client

A major global leader in Investment Banking.

Job Description

  • Lead a Mutual Fund Accounting team consisting of over 50 employees and a specific book of clients falling outside the US 40 Act registered funds.
  • Plans overall resource management, allocates work for multiple projects and ensures highest quality of delivery
  • Proactively reviewing and analyzing operating models for quality, control and efficiency
  • Make strategic decisions on solutions and improvements and drive change within the organization. Utilize new technologies where appropriate and foster a culture that generates ideas and new approaches.
  • Provide strategic direction for new business implementation plans, client projects and system utilization. Effectively communicate vision, provide appropriate oversight to ensure deliverables are met and issues are appropriately escalated and resolved.
  • Build credibility and trust with regional partners, seniors and clients. Seek opportunities to lead and engage in highly visible, global projects. Continually engage with global operating partners to enhance and build upon the global operating model.

The Successful Applicant

  • Possesses strong PC, spreadsheet and word processing software knowledge
  • Strong understanding of investment company financial reporting requirements and disclosures
  • Solid attention to detail, sense of urgency on all projects, and strong organizational skills with attention to detail
  • Strong written and verbal communication skills, in addition to strong interpersonal skills to better foster both client and internal relationships
  • Bachelor's Degree, ideally in Accounting or Finance
  • 6+ years of mutual fund or equivalent financial reporting experience
  • Licenses or Certifications: CPA preferred

What's on Offer

Competitive base salary and bonus, reallocation if necessary and room to oversee and manage a team in a leading bank.