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Macquarie Group · 8 hours ago

Associate Director, Wealth Fund Management and Distributer Onboarding

NYC Metro Area

Full-time

Hybrid

Lead/Staff

$225K/yr - $285K/yr

Macquarie Group is a global financial services group operating in 31 markets, and they are seeking an Associate Director to oversee finance, accounting, and distributor servicing functions for US Alternatives/Wealth funds. The role involves ensuring robust financial control, reporting, and compliance while managing a multi-disciplinary team and collaborating with various stakeholders.

BankingFinanceFinancial Services

Hiring Manager

Jonathan Morales, SHRM-CP

Responsibilities

Oversee the finance, accounting, and distributor servicing functions for US Alternatives/Wealth funds, ensuring robust financial control, reporting, and compliance with regulatory requirements

Manage a multi-disciplinary team, coordinates audits, and collaborates with internal and external stakeholders to support fund operations and digital initiatives

Qualification

Financial controlFund accountingSEC/investor reportingAudit managementControl frameworksTeam leadershipDigital initiativesCollaboration

Required

Proven experience in financial control, fund accounting, and SEC/investor reporting for funds regulated under the Investment Company Act of 1940 and/or the Exchange Act of 1934

Strong background in managing audits and coordinating with internal and external stakeholders for timely completion

Demonstrated ability to oversee external service providers, including Fund Administrators, Transfer Agents, and custodians

Track record of building and maintaining robust control frameworks and processes to support regulatory certifications (10-K, 10-Q, SOX)

Experience leading teams, collaborating with senior leadership, and working on digital and technology initiatives within financial services

Benefits

1 wellbeing leave day per year and a minimum of 25 days of annual leave

20 weeks’ paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks’ paid leave for secondary caregivers

2 days of paid volunteer leave and donation matching

Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability

Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services

Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription

Recognition and service awards

Hybrid and flexible working arrangements, dependent on role

Reimbursement for work from home equipment