Senior Fund Analyst

About the role

This is a newly created role due to growth and will be involved in FP&A, Fund Accounting, Investor Relations, and AI initiatives. You’ll work on ad-hoc analysis and reporting for their portfolio, budgeting/forecasting, monthly accounting cycle for multiple funds, and support quarterly valuation processes. The firm leverages Claude and ChatGPT enterprise-wide and even has an “AI bonus pool” allocated to be distributed to employees who come up with new ideas/processes using AI.

Responsibilities

- Work on ad-hoc analysis and reporting for the portfolio - Budgeting/forecasting - Monthly accounting cycle for multiple funds - Support quarterly valuation processes - Engage in AI initiatives and contribute to process improvements

Requirements

- Between 2-5 years of experience in Public Accounting Audit with financial services clients or prior Fund Accounting/Analyst experience - CPA preferred

About SkyWater Search

Led by a group of seasoned search industry professionals, SkyWater Search Partners brings new focus to a novel concept, "Short List Search." Our purpose is to leave a lasting impression on the clients we serve by providing individuals who will make a measurable difference in their business. We strive to consistently deliver great results to our clients in a very timely manner.

Practice Areas

• Accounting and Finance • Information Technology • Operations • Engineering • Sales • Marketing • Human Resources • Legal • Construction • Supply Chain • Consumer Package Goods (CPG) Founded on long-standing relationships and hundreds of successful placements throughout the Twin Cities business community, SkyWater Search Partners is a proven resource for clients and candidates looking to quickly and confidently explore their "short list" of best choices. Count on us to find the best people – and the best fit.