Aleta – a next-generation wealth platform · 23 hours ago
Investment Controller (open-ended)
NYC Metro Area
Full-time
Hybrid
Mid LevelAleta is a fast-moving fintech company that empowers family offices, wealth managers, and advisors with a holistic wealth overview and unparalleled insights in a next-generation wealth platform. The Investment Controller will be responsible for ensuring high-quality financial data management, working closely with clients and internal teams to maintain data accuracy and efficiency.
Computer Software
Responsibilities
Keeping automated processes running smoothly and setting up new, efficient data import flows
Quality-controlling investment data to ensure accuracy for our clients
Reconciling and registering complex investment products (think private equity and alternative assets)
Managing investment accounting, including data processing, reconciliation, and financial reporting
A customer-centric approach to ensuring smooth operations and timely data delivery
Driving innovation by helping implement new solutions and AI tools that enhance efficiency and reporting accuracy
Qualification
Required
A finance-related master's degree
A structured and detail-oriented mindset – you love precision and order
The ability to juggle multiple tasks in a fast-moving environment
A high level of honesty and integrity – you handle confidential data with discretion
Strong analytical skills and a love for optimizing financial processes
Tech-savvy – experience with automation, coding, or programming is a plus
An interest in leveraging digital tools to enhance finance operations
Fluent in English
Benefits
A structured onboarding program to set you up for success.
A dynamic and passionate team with a strong social culture.
Flexible working hours and the ability to work from home when needed.
A culture of innovation: your ideas are valued, and you’ll have room to explore new solutions.
A continuous focus on your professional and personal growth through our structured development program.
Company
Aleta – a next-generation wealth platform
𝗠𝗮𝗻𝘆 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗳𝗳𝗶𝗰𝗲𝘀, 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀, 𝗮𝗻𝗱 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀: ⛔ are still struggling with error-prone spreadsheats, inflexible portfolio systems, and poor bank interfaces.
Founded in 2006New York, NY, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase