Controller - Co-Investment Group

We are looking for a highly experienced Controller to join our Co-Investment Group within the financial services sector. This role offers the opportunity to oversee critical financial operations while contributing to the success of a dynamic private equity and asset management firm. The ideal candidate will bring strong expertise in document control and advanced organizational skills to ensure seamless processes.

Responsibilities:
• Manage and oversee document control processes to ensure accuracy and compliance.
• Supervise the scanning and digitization of financial documents for efficient record-keeping.
• Compile and organize essential financial documentation to support investment activities.
• Collaborate with internal teams to maintain streamlined document workflows.
• Monitor and improve operational procedures related to document management.
• Ensure timely and accurate reporting of financial data within the Co-Investment Group.
• Develop strategies to enhance efficiency in document handling and storage.
• Provide leadership and guidance to team members involved in document-related tasks.
• Conduct regular audits of documentation to ensure quality and compliance.
• Support the implementation of new tools or technologies to optimize document management systems.

• A minimum of 10 years of experience

• Certified Pubic Accountant (CPA)

• Public or Public/Private with investment partnership experience (Private Equity, Alternatives, Debt, etc.)

• Solid system skills- Investran a/o Dynamo a

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.