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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fund migrations and alternative investment structures, with a strong focus on project management, client relationship building, and process improvement through automation. Proven ability to manage multiple projects while ensuring high accuracy and timely delivery.
Highest-signal resume keywords
Fund Migration ExecutionAlternative Investment KnowledgeProject Management SkillsClient Relationship ManagementProcess Improvement and Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fund AdministrationFund AccountingInvestment OperationsData ValidationWaterfall CalculationsInvestment Company AccountingComplex Client ImplementationsFinancial AnalysisWorkflow EvaluationAI and Automation Implementation
Soft Skills
Exceptional CommunicationOrganizational SkillsMentoring and CoachingRelationship BuildingProblem-Solving
Certifications & Qualifications
CPA License
Industry Keywords
Alternative Investment FundsPrivate EquityVenture CapitalDigital Asset FundsFinancial Services
About the role
Key responsibilities & impact- Execute end-to-end fund migrations and transition non-registered funds from incumbent administrators to the AngelList platform
- Serve as a key team member for multiple concurrent migration engagements
- Follow project plans, track milestones, and ensure timely, successful implementation
- Review and validate migrated data, including investor capital accounts, general ledger balances, investment portfolios, commitments, capital activity, waterfall calculations, and historical financial information
- Partner directly with clients and external stakeholders to gather information, manage expectations, resolve issues, and provide regular project updates
- Manage, mentor, and develop offshore fund migration specialists through technical guidance, coaching, performance management, and professional growth opportunities
- Identify process improvement and automation opportunities by evaluating workflows, recommending system enhancements, and implementing solutions
- Ensure migrations are completed on schedule with high accuracy, strong communication, and minimal operational disruption
- Build long-term trusted relationships with investment manager clients
- Evaluate whether AI and automation can improve existing processes
- Report to the Fund Accounting Manager and collaborate with fund accounting and cross-functional operations teams
- Interface directly with fund leads, their teams, incumbent administrators, and other parties
Requirements
What you’ll need- 3+ years of experience in public accounting, fund administration, fund accounting, investment operations, or a related financial services environment
- Experience supporting alternative investment funds
- Experience working on complex client implementations, fund onboardings, or large-scale operational initiatives involving multiple stakeholders
- Strong knowledge of alternative investment structures, including private equity, venture capital, and/or digital asset funds
- Solid understanding of investment company accounting (ASC 946)
- Exceptional project management and organizational skills
- Ability to prioritize competing deadlines, manage multiple concurrent projects, mitigate risks, and consistently deliver high-quality results
- Excellent communication and relationship management skills
- Ability to build trusted partnerships with clients, senior leadership, external service providers, and cross-functional internal teams
- Instinct to question existing processes and use AI and automation to build better ones
- CPA license is preferred but not essential
Benefits
Comp & perks- Competitive base salary
- Benefits package
- Equity package
- Additional Total Rewards package details provided during the recruitment process