Vice President, Alternatives Accounting Manager, Income & Yield Forecasting Greater Santa Ana, CA Area
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About the Role
Greater Santa Ana, CA Area (On-site)(Newport Beach, California)
The Company is in search of a Vice President, Alternatives Accounting Manager to join their dynamic team. This pivotal role is at the forefront of income and yield forecasting for alternative investment products, requiring a professional with a strong background in investment management, fund accounting, and a deep understanding of alternative investment structures. The successful candidate will be responsible for leading and enhancing forecasting initiatives, developing methodologies for new products, and analyzing various performance drivers to provide actionable insights that influence investment and business decisions. Collaboration with a range of stakeholders, from portfolio managers to executive leadership, is essential, as is the ability to drive improvements in forecasting models, data quality, and business processes. Applicants for this role at the company should have a Bachelor's degree, with a CPA and/or CFA being preferred, and at least 10 years of experience in relevant financial services roles. The position demands a professional with a proven track record in supporting alternative investments, including private credit, private equity, real estate, and similar structures. The ideal candidate will possess strong analytical, problem-solving, and communication skills, and be proficient in analytical tools such as Excel, Bloomberg, and SQL. A collaborative leader with a passion for using data, technology, and analytics to drive better decisions, the role also involves leading a high-performing team, managing vendor relationships, and overseeing strategic projects related to new business initiatives and technology enhancements.
Functions:
- Finance
- Data Management/Analytics
About the Company
Internationally acclaimed fixed-income investment management firm
Industry
Investment Management
Type
Privately Held
Age
employees
1001-5000
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