Overview
An emerging private equity investment firm focused on critical infrastructure sectors is seeking a founding CFO to build and lead its fund finance function.
This is a hands-on role for a finance leader who has worked within a private equity, venture capital, hedge fund, or institutional asset management environment and is ready to build institutional-grade infrastructure from the ground up.
The CFO will work directly with the Managing Partner and play a key role in investor credibility, regulatory compliance, and platform expansion into future vehicles. The platform also includes a give-back/community component that requires strong integrity and clear reporting.
Key Responsibilities
- Build and implement the fund finance foundation (processes, controls, close calendar, reporting templates).
- Own fund accounting and investor capital mechanics (capital accounts, allocations, waterfalls/carry calculations).
- Lead and manage third-party providers (fund administrator, audit, tax) and ensure audit-ready deliverables.
- Personally execute capital calls and distributions, including notices, tracking, and follow-through.
- Produce quarterly reporting for Limited Partners and manage LP-facing finance Q&A.
- Coordinate tax reporting deliverables (e.g., K-1 process through providers).
- Build and maintain the regulatory/compliance framework and filing calendar for an SEC-regulated environment.
- Support growth initiatives (fundraising readiness and finance infrastructure for additional investment vehicles).
- Build the internal finance function over time (start lean with external admin support; hire as the platform scales).
Requirements
Required Qualifications
- 5-10+ years of fund finance experience within PE/VC/hedge fund/institutional asset management.
- Proven hands-on ownership of LP reporting, capital calls, distributions, and fund accounting.
- Working knowledge of fund audits, investor reporting standards, and SEC regulatory requirements (e.g., ADV/PF).
- Strong Excel / financial modelling skills; able to build dashboards and templates as needed.
- Familiarity with fund accounting software (e.g., Allvue, Investran, eFront, Backstop, etc.).
- Bachelor's degree required; English fluency required.
- Must be authorised to work in the United States (no relocation/sponsorship support).
Preferred Qualifications- CPA and/or CFA strongly preferred.
- Prior experience building fund finance at an emerging manager / first-time fund is a plus.
- SEC/FINRA compliance background preferred.
Benefits
Base Salary
$280,000 - $300,000 USD (depending on experience and geography).
- Annual performance bonus
- Long-term incentive participation in future investment vehicles.
- Comprehensive medical, dental, vision
- 401(k) with employer match (up to 4%).
- Life and disability insurance.
- Paid, sick and parental leave
Keller is a recruitment agency that provides services to clients ranging from startups and non profits to multinational corporations. Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.
To learn more about the firm and about our candidate services - please visit
New York City Executive Recruiting, Headhunting Search Firm
Equal Employment Opportunity and Non-Discrimination Policyย
Equal Employment Opportunity Statement:ย Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skinย color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.ย
Commitment to Diversity:ย Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.ย
Reasonable Accommodations:ย Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process toย determineย effective, reasonableย accommodations.ย ย
Compensation Information:ย For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview processย in accordance withย applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based onย roleย and location.ย
Compliance with Laws:ย Both Keller Executive Search and our clientsย comply withย federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.ย
Workplace Harassment:ย Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skinย color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.ย
E-Verify Participation:ย Keller Executive Search and/or our clients mayย participateย in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.ย
Privacy and Pay Equity:ย
- California Residents: For more information about the categories of personalย informationย we collect for recruiting and employment purposes, please review our Privacy Policy atย www.kellerexecutivesearch.com.ย
- Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.ย
- Both Keller Executive Search and our clients are committed toย payย equity andย conductย periodic pay equity analysesย in accordance withย applicable laws.ย
State-Specific Information:ย
- Rhode Island: We do not request or require salary history from applicants.ย
- Connecticut: We provide wage range information upon request or before discussing compensation.ย
- New Jersey: We do not inquire about salary history unless voluntarilyย disclosed.ย
Veteran Status:ย Both Keller Executive Search and our clients provide equal employment opportunities to veterans andย comply withย applicable state lawsย regardingย veteran preference in employment.ย If you are a veteran, please inform us during the application process.ย
Use of Artificial Intelligence in Recruitmentย
Keller Executive Search and our clients may use artificial intelligence (AI) tools toย assistย in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency whileย maintainingย our commitment to equal employmentย opportunityย and non-discrimination principles.ย
Genetic Information:ย In accordance withย federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except asย permittedย by law.ย
Local Laws:ย Both Keller Executive Search and our clientsย comply withย all applicable local laws and ordinancesย regardingย employment practices in the areas where weย operate.ย
Note:ย This jobย postingย may be for a position with Keller Executive Search or one of our clients. The specific employer will beย identifiedย during the application and interview process. Employment laws and requirements may vary depending on the employer and location.ย