Ramax Search | Accounting & Finance Careers

Accounting and Finance Careers in Financial Services

Finance professionals at financial institutions require expertise that often differs significantly from traditional corporate accounting, particularly within investment managers, funds, RIAs and banks.

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All Financial Services Careers / Accounting & Finance

Career Areas We Cover

Finance careers in investment businesses range from fund accounting and valuation to management company control, tax, financial planning and CFO leadership. The interaction with outside administrators, auditors and investors can make seemingly similar positions very different.

Ramax works with candidates across professional levels, including individual contributors, experienced specialists, managers and senior leadership.

Chief financial officer and finance director
Fund controller, financial controller and assistant controller
Fund accounting, management company accounting and financial reporting
FP&A, treasury, audit and tax related finance

Evaluating the Right Move

Assess the firm’s products and entities, reporting complexity, technology, finance team structure and interaction with portfolio management, operations and leadership. Responsibilities vary widely by platform size and asset class.

Understanding the mandate, reporting structure and long term fit matters as much as the job description. Our conversations focus on the type of institution, responsibilities and professional direction that make sense for your background.

Accounting and Finance Career Insights

Where the Finance Role Sits

Fund accounting, management company finance, portfolio company controllership and corporate FP&A serve different stakeholders. The work can span NAV oversight, audit, valuation, tax coordination, regulatory reporting, financial planning or building a finance function.

Questions Worth Asking

Does the role own reporting or oversee an administrator? How complex are fund structures and accounting policies? Is there exposure to investment teams and senior leadership, and will the position develop into broader controllership or CFO responsibilities?

Ramax can help you evaluate the responsibilities and organizational setting of a potential move in a confidential conversation. Specific opportunities depend on current client mandates and fit.

Discuss Your Next Finance or Accounting Role

Explain whether you are pursuing fund accounting, financial reporting, management company finance, tax, controllership or CFO responsibility, including the fund structures and reporting cycles you have managed.

If you have a particular type of position, organization or career progression in mind, we welcome a confidential inquiry. We can discuss your experience and interests without suggesting that any specific position is currently open.

View Current Job Openings Discuss Your Career Interests

Discuss Your Career Interests

For accounting and finance roles, describe your fund accounting, reporting, FP&A and finance leadership experience, as well as the positions and firm types you would consider. Some confidential searches may not appear on the Job Board.