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Fund Operations Associate, Accounting

True LinkPayments company
RemoteMid
Khosla Ventures logo
Khosla Ventures
Y Combinator logo
Y Combinator
QED Investors logo
QED Investors
Centana Growth Partners
Initialized Capital logo
Initialized Capital
Deciens Capital
Finance

About the role

TL;DR

Perform fund operations and accounting tasks for trust and investment operations.

  • As a Fund Operations Associate for accounting at True Link, you will play a key role in maintaining the integrity of our trust and investment operations.
  • You will be part of a team that oversees daily custody and cash operations, ensuring accuracy and timeliness.
  • Key Responsibilities Perform daily valuations and reconcile portfolios.
  • Manage custody, cash, and participant transactions.
  • Maintain accurate NAV and participant records.
  • Resolve reconciliation issues and support reporting.
  • Collaborate across teams to support accounting workflows.
  • Requirements 1-2 years of experience in fund accounting, investment operations, or financial services.
  • Solid understanding of daily valuation, cash management, and transaction processing.
  • Proficient in Excel and comfortable with accounting platforms.
  • Familiarity with pooled trusts or collective investment vehicles.
  • Strong analytical and problem-solving skills.
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Required skills

ExcelSQLPython

Domain expertise

fintech

Benefits & perks

health insurance, dental coverage, vision coverage, paid parental leave, paid holidays, professional development budget, generous vacation

Tech stack

ExcelPythonSQL

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