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About the Role

Join a financial services investment team as its second finance hire, working closely with the Head of Finance across multiple funds. You will own core fund finance operations and lead the rollout of an AI-enabled fund administration platform, helping build more efficient workflows from the ground up.

Responsibilities

Manage fund accounting, limited partner reporting, and capital account statements across multiple funds.
Implement and calibrate an AI-enabled fund administration platform.
Automate recurring finance workflows using tools and systems suited to the task.
Maintain investment data, valuations, and portfolio company records.
Support strategic finance projects alongside the Head of Finance.

Requirements

Three to six years of experience in fund accounting, fund administration, fund operations, investment fund audit, or VC/PE finance.
Experience producing quarterly LP reporting and capital account statements, with fluency in capital calls, distributions, NAV, management fees, and fund financial statements.
Examples of automating or rebuilding finance workflows using Excel macros, Power Query, SQL, Python, AI tools, or similar.
Interest in deep tech, science, or mission-driven investing.

Skills

Excel macros
Power Query
SQL
Python
AI tools

Location

San Francisco, California, United States

Work Type

On-site
Full-time

Experience Level

3-6 years

Education Level

Bachelor's degree in accounting, finance, or a related field.

Salary/Compensations

$133,000 to $160,000

Benefits

Visa sponsorship is available.