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Details
  • Location: Stamford-Greenwich CT
  • Type: Contract to Hire
  • Job #24727

Company Overview:
A leading global growth investor with over $80 billion in assets under management is seeking a Project Lead to drive a high-visibility initiative central to the firm’s operational transformation strategy.

Job Responsibilities:

  • Lead all aspects of the Third Party Administrator (TPA) Conversion within Fund Accounting from planning through go-live execution.
  • Develop comprehensive migration and testing plans, outlining conversion scope, milestones, and success criteria.
  • Serve as the primary liaison between internal fund accounting teams, external administrators, and technology counterparts.
  • Conduct data mapping, reconciliation validations, and quality assurance leveraging Geneva and related accounting tools.
  • Manage vendor performance, ensuring adherence to operational controls, accounting standards, and risk frameworks.
  • Partner with Finance, Operations, and Technology to streamline workflows and centralize fund data.
  • Drive issue resolution, escalate risks, and document key decisions across governance forums.
  • Support leadership with project updates, strategic analyses, and conversion readiness reporting.
  • Identify and propose process improvement opportunities to enhance post-conversion efficiencies.
  • Contribute to the design of a scalable and future-ready fund operations infrastructure aligned with firm growth objectives.

Qualifications:

  • Bachelor’s degree in accounting, finance, or a related field.
  • 4–8 years of relevant experience, with flexibility to consider candidates outside of this range based on prior TPA conversion exposure.
  • Understanding of fund accounting principles.
  • Proven experience leading or significantly contributing to a Third Party Administrator migration or systems conversion.
  • Hands-on proficiency with Geneva fund accounting system preferred.
  • Background in fund administration, fund accounting, or consulting (Asset & Wealth Management transformation) is highly preferred.
  • Advanced proficiency in Geneva data extraction and reconciliation workflows.
  • Familiarity with fund administration best practices, controls, and compliance requirements.
  • Professional certification (CPA, CFA, or PMP) is considered an advantage.

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