Job Description

Overview

Our client, an emerging private equity investment firm focused on critical infrastructure sectors, is looking for a founding CFO to design, build, and lead the fund finance function.

This is a highly hands-on opportunity for a finance leader with experience in private equity, venture capital, hedge funds, or institutional asset management, someone ready to create institutional-quality infrastructure from day one.

Reporting directly to the Managing Partner, the CFO will be central to investor confidence, regulatory compliance, and the firm’s expansion into additional investment vehicles. The platform also includes a community/give-back element, making strong judgment, integrity, and clear communication essential.

Key Responsibilities

• Lead and oversee third-party partners (fund administrator, audit, tax) and ensure audit-ready outputs.
• Build and implement the fund finance foundation, including processes, controls, a close calendar, and reporting templates.
• Coordinate tax deliverables (e.g., K-1 process through external providers).
• Produce quarterly reporting for Limited Partners and manage LP-facing finance Q&A.
• Personally execute capital calls and distributions, including notices, tracking, and follow-through.
• Own fund accounting and investor capital mechanics (capital accounts, allocations, waterfalls/carry calculations).
• Support growth initiatives, including fundraising readiness and finance infrastructure for additional investment vehicles.
• Establish and maintain the regulatory/compliance framework and filing calendar within an SEC-regulated environment.
• Build the internal finance function over time—starting lean with external admin support and scaling hiring as the platform grows.

Requirements

Required Qualifications

• Strong Excel and financial modelling capability, including building dashboards and templates as needed.
• Bachelor’s degree required; English fluency required.
• 5–10+ years of fund finance experience within PE/VC/hedge fund/institutional asset management.
• Familiarity with fund accounting systems (e.g., Allvue, Investran, eFront, Backstop, etc.).
• Must be authorized to work in the United States (no relocation/sponsorship support).
• Proven end-to-end ownership of LP reporting, capital calls, distributions, and fund accounting.
• Working knowledge of fund audits, investor reporting expectations, and SEC regulatory requirements (e.g., ADV/PF).

Preferred Qualifications

• SEC/FINRA compliance experience preferred.
• CPA and/or CFA strongly preferred.
• Experience building a fund finance function at an emerging manager / first-time fund is a plus.

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

Equal Employment Opportunity and Non-Discrimination Policy 

Equal Employment Opportunity Statement: 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, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: 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 to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with 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 on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with 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. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at  . 

• 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. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Use of Artificial Intelligence in Recruitment 

Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist 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 while maintaining our commitment to equal employment opportunity and non-discrimination principles. 

Genetic Information: In accordance with 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 as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location. 

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