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Form Pf Jobs (NOW HIRING)

SS&C

N-PORT Data Analyst

Denver, CO · Hybrid

Knowledge of additional regulatory filings such as N-CEN, N-CSR, or Form PF is a plus. * Familiarity with SQL, data visualization tools, or automation/reporting technologies preferred. Skills ...

GCM Grosvenor

Compliance Associate

Chicago, IL · Hybrid

Assisting with Federal, State, and International regulatory filings (including Form ADV, Form PF, CPO PQR/CTA PR, AIFMD Annex IV, Forms U4, U5, BD, BR, D, and DA). * Reviewing investor subscription ...

SS&C Technologies

N-PORT Data Analyst

Denver, CO · On-site

Knowledge of additional regulatory filings such as N-CEN, N-CSR, or Form PF is a plus. * Familiarity with SQL, data visualization tools, or automation/reporting technologies preferred. Skills ...

Deloitte

Regulator Reporting Manager

Inglewood, CA · On-site

$144K/yr

Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...

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Form Pf information

What are some typical challenges faced when managing and processing Form PF filings in an investment advisory role?

Handling Form PF filings often involves navigating complex regulatory requirements and tight deadlines, as the form demands accurate and detailed data on private fund assets and risk exposures. Team members frequently collaborate across compliance, legal, and portfolio management departments to ensure all information is correct and submitted on time. Staying up-to-date with evolving SEC rules and ensuring data consistency across reporting periods can be challenging, but offers valuable experience in regulatory compliance and cross-functional teamwork. Effective communication, attention to detail, and strong project management skills are crucial for success in this role.

What are the key skills and qualifications needed to thrive as a Form PF Reporting Specialist, and why are they important?

To thrive as a Form PF Reporting Specialist, you need strong analytical skills, attention to detail, and a thorough understanding of SEC regulations and Form PF requirements, typically supported by a finance or accounting degree. Experience with regulatory reporting systems, compliance software, and advanced Excel skills are essential for accurate data management. Excellent organizational skills, problem-solving abilities, and clear communication help you collaborate with internal teams and meet strict deadlines. These qualifications ensure accurate regulatory filings, minimize compliance risks, and maintain the firm's reputation during SEC audits.

What is the difference between Form Pf vs Form 26AS?

AspectForm PfForm 26AS
PurposeTo declare tax paid on certain income and claim refundsTo provide a consolidated tax credit statement from tax authorities
UsageFiled by taxpayers for specific income disclosuresReviewed by taxpayers to verify tax credits and TDS
Required CredentialsTaxpayer identification, PAN, and income detailsTaxpayer identification, PAN, and TDS details
Work EnvironmentPersonal tax filing processTax verification and reconciliation

Form Pf and Form 26AS are both essential in the tax filing process. Form Pf is used by taxpayers to declare tax paid and claim refunds, while Form 26AS provides a consolidated view of tax credits and TDS. Understanding their differences helps ensure accurate tax reporting and compliance.

What are Form PF jobs?

Form PF jobs typically refer to roles that involve preparing, reviewing, or filing Form PF, a regulatory filing required by the U.S. Securities and Exchange Commission (SEC) for certain investment advisers. These positions are common at hedge funds, private equity firms, and investment management companies. Professionals in these roles ensure that organizations comply with reporting requirements by collecting relevant data, completing the form accurately, and submitting it on time. They often work closely with compliance, legal, and accounting teams to meet regulatory standards.
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Form Pf jobs near you
Infographic showing various Form Pf job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 2% As Needed, 4% Full Time, 87% Part Time, 4% Temporary, and 2% Nights. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Senior Associate - Compliance Solutions

Waystone Governance Ltd.

Chicago, IL • On-site

Full-time

Posted 19 days ago

Job description

About Waystone
Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years' experience and a comprehensive range of specialist services to its name, Waystone helps our clients structure, operate and grow through our expertise, innovation and digitisation, backed by the operational scale to support global expansion
Summary: Reporting to the reporting to the Managing Director, the Senior Associate will be an integral part of the team's success.
Senior Associate will work closely with Waystone's Consultants to help administer each client's compliance program. These individuals will conduct regular reviews of the compliance programs, organise, and maintain code of ethics obligations, and help manage the documentation and filings for consultants. Ideal candidates will need to develop strong organizational skills as well as high attention to detail and will need to understand each client's business to assist in the administration of written regulatory programs.
Candidates seeking employment as an Associate must demonstrate strong organizational skills, high attention to detail, work effectively as member of a team, be able to learn quickly, and proactively interact with a diverse group of clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Maintain Code of Ethics programs for clients
  • Assist consultants with annual review obligations, including electronic communications surveillance
  • Assist with the preparation of regulatory correspondence including SEC, CFTC, and SRO examinations and inquiries
  • Assist with the preparation of regulatory filings such as Form ADV, Section 13 filings, Form PF, Form PQR, among others
  • Conduct regular reviews of compliance programs including anti-money laundering
  • Some travel may be required (<10%)

REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience:
  • 2-4 years' experience working in financial services as an accountant, back-office professional, compliance department staff, paralegal, or high-level administrative associate
  • Candidates must have excellent English language skills, excelling in both written and oral communication
  • Experience with Microsoft Office including excellent Excel skills is desirable
  • Strong analytical skills are a must. Candidates must display the ability to analyze and interpret basic data with a keen eye for detail
  • Waystone employees must be self-starters with strong independent motivation and the ability to thrive in an independent work environment

Education:
  • An internationally recognized professional qualification.

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