Top Tech Jobs & Startup Jobs in Charlotte, NC

Oversee middle-office operations across investment management client portfolios, including trade, position, and cash reconciliations; trade-break resolution; corporate actions; NAV review; operational reporting; portfolio accounting accuracy; client and counterparty communications; onboarding; workflow design; and supervision of associates.

Leads the accounting function, overseeing a three-person team, financial reporting, multi-entity accounting, month-end and year-end close, internal controls, audits, and process improvement. The Controller develops scalable accounting infrastructure, strengthens procedures, leverages technology and automation, and partners with finance leadership to support business growth. The role requires hands-on technical accounting expertise, team leadership, GAAP knowledge, and strong experience with accounting systems and financial reporting.

Leads client advisory engagements for hedge fund, private equity, and investment vehicle launches. Advises sponsors on operational infrastructure, service providers, controls, processes, and organizational readiness while coordinating internal teams and external providers. Manages project plans, timelines, risks, onboarding, transitions, due diligence readiness, process improvements, wind-downs, and liquidations. Builds trusted relationships with senior investment management stakeholders and improves scalable fund launch and advisory processes.

Oversee fund accounting and financial reporting for alternative investment clients, including NAV calculations, capital allocations, management fees, carried interest, financial statements, audits, budgeting, forecasting, and financial modeling. Serve as a key liaison to clients, auditors, administrators, and service providers while supporting CFO advisory work, accounting systems, controls, and process improvements.

Generate new commercial insurance business through prospecting, referrals, networking, and partnerships. Build executive-level client relationships, assess risks, design and present insurance solutions, negotiate coverage and pricing, and support retention. Maintain a qualified pipeline, meet production goals, collaborate on cross-service referrals, and mentor less experienced producers. The role requires strong commercial Property and Casualty insurance expertise, relationship management, and business development performance.

Manages outsourced CFO, financial reporting, and accounting services for investment managers, startups, and growing businesses. Oversees general ledger activity, reconciliations, NAV calculations, capital accounts, budgeting, forecasting, cash flow analysis, and financial modeling. Serves as a client liaison, improves financial infrastructure and processes, supervises accounting staff, reviews work, and supports client onboarding and transitions.