Lead BDC Reporting Controller

Location: 

Broomfield, US

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 147 billion in assets under management and more than 1900 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Partners Group's Product Control team is seeking to an analytical and experienced professional to join their staff as their new Lead Business Development Companies (BDC) Reporting Controller. The role will encompass three primary responsibilities: Reviewing and signing off on financial statements of our global private equity funds (including various SEC filings for US Private Wealth products), leading the financial reporting review process for our US based Private Wealth products, as well as assisting with the management of our audit process in alignment with dedicated Product Controllers.

 

Responsibilities:

  • Ensure completeness, accuracy, and timeliness of SEC and other regulatory deliverables (NPORT, 10-K, 10-Q, etc)

  • Assist in execution, review, and implementation of monitoring controls, including SOX compliance, over accounting & operational deliverables, including the review of monthly accounting packages, and public filings with the Fund Admin of the BDC and other applicable funds

  • Become a subject matter expert in Business Development Companies (BDC)

  • Work with head of Product Control and other business units to design and implement financial and operational best practices to support the growth and evolution of the product

  • Assist third party partners associated with the BDC, including but not limited to the Audit firm, Fund Admin, and Custodian. This would include coordinating workflow and reviewing all deliverables

  • Proactively integrate and promote collaboration across various internal teams

  • Promote challenging and constructive dialogue with team members, as well as internal and external stakeholders to achieve effective outcomes

  • Support and develop the Americas Product Control team to achieve operational excellence

  • Lead business unit and department-wide process improvement initiatives

What we expect
  • Bachelor's degree in accounting or finance, preferably with a professional accounting designation (CPA)
  • 5-10 years of experience in accounting, controlling or financial audit functions; experience in private markets or private credit, accounting, SEC filings and financial reporting is preferred
  • SEC reporting is a plus
  • Detail oriented, organized, self-starter and self-motivated
  • Responsible, accountable and adaptable
  • Ability to integrate within a fast-paced, dynamic, and diverse global team
  • Passionate about creating a lasting positive impact with a leading private markets firm

 

What we offer

Partners Group is a global financial institution that retains the culture, pace, and agility of a start-up. As a growing firm, we are committed to attracting, developing, and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. Our offerings include:

  • Professional, international working environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment, with on-the-job training and mentorship opportunities
  • Competitive benefits and wellness package, including medical, dental and vision coverage
  • 401k (Roth and pre-tax options) with company match
  • 25 vacation days, and 13 holidays annually
  • One-month sabbatical after every five years of service
  • Company paid life and disability insurance
  • Education assistance program
  • Lunch stipend
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities
  • Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $120,000 – 150,000 and a performance-based bonus and equity are part of the total compensation package

 

Make an impact on the organization by taking a lead role in the growth of our US business.  Our working environment is humble, inclusive and transparent, and the structure of the firm is flat.

 

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our community.  We are proud to be an equal opportunity employer and support diversity of perspectives.

 

 

 

 


 

www.partnersgroup.com


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