Remote Controller Job for SEC-Registered Investment Management Firm: Accounting and SEC Reporting
Published on: Jun 21, 2026
This is a remote, direct-hire Controller opportunity with an SEC-registered investment management firm specializing in long-term value investing. The role leads accounting, SEC regulatory filings, fund reconciliations, and investor reporting. Eligible candidates can live anywhere on the East Coast or in the Mid-West region of the United States. Frontline Source Group, a nationwide staffing and executive search firm founded in Dallas in 2004 and rated 5.0 stars across 666 plus Trustpilot reviews, is managing this search on behalf of the client.
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), a Forbes Best Executive Recruiting Firm at #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, and an Expertise.com Best Staffing Agency. The firm is a member of the American Staffing Association (ASA), has completed 5,619 plus placements, maintains a 98.94 percent executive placement retention rate, and operates 32 plus offices nationwide.
What is this remote Controller role?
This is a direct-hire Controller position with a highly respected SEC-registered investment management firm built on disciplined, long-term value investing. The organization has earned a decades-long reputation for operational excellence and integrity, and it offers a collaborative, entrepreneurial environment where every employee plays a meaningful role in the success of the business. The Controller oversees all accounting, financial reporting, operational, and administrative functions for the firm.
What are the responsibilities of this Controller position?
The Controller is the firm's senior accounting and operations leader. Core responsibilities include:
- Maintain the general ledger, accounts payable, accounts receivable, expense allocations, management fee calculations, and financial reconciliations
- Monitor daily trading activity, allocations, and reconciliations
- Prepare monthly, quarterly, and annual financial reporting packages
- Develop budgeting, forecasting, and cash flow reporting as requested by leadership
- Coordinate with custodians, banks, auditors, tax advisors, compliance consultants, and other third-party service providers
- Lead preparation and coordination of SEC regulatory filings, including Form ADV, Form PF, Form 13F, and other required disclosures
- Oversee investor reporting and performance reporting activities
- Manage payroll processing, vendor payments, insurance renewals, and business licensing requirements
- Coordinate annual tax filings and support external CPA relationships
- Oversee employee benefits administration, including retirement and healthcare programs
- Manage new account openings, asset transfers, and custodial relationships with Fidelity and other financial institutions
- Serve as the primary liaison for GIPS verification activities and annual audits
- Maintain company databases, website information, performance reporting, and marketing materials, ensuring all communications remain compliant with applicable regulatory requirements
- Support technology vendors and coordinate information technology requests
- Identify process improvements, operational efficiencies, and cost-saving opportunities
- Serve as a trusted business partner to executive leadership on accounting, compliance, operational, and strategic initiatives
What background and skills are required for this Controller job?
The ideal candidate brings senior accounting experience inside an investment or asset management environment:
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- 5 plus years of accounting experience within investment management, asset management, wealth management, family office, hedge fund, or related financial services environments
- Prior Controller, Assistant Controller, Accounting Manager, Fund Accountant, Investment Accountant, or similar experience
- Advanced Microsoft Excel skills required
- QuickBooks experience required
- Experience preparing financial statements, reconciliations, and regulatory reporting
- Knowledge of SEC reporting requirements and compliance processes preferred
- Experience with Advent Black Diamond or a similar portfolio management system preferred
- Familiarity with Fidelity Wealthscape or a similar custodial platform preferred
- Strong analytical, organizational, and project management skills
- Excellent written and verbal communication abilities
- Ability to work independently while collaborating closely with leadership and external partners
What are the benefits and features of this role?
This direct-hire position offers a competitive package and direct exposure to firm leadership:
- Performance-based bonus opportunity
- Medical, dental, and vision benefits
- Retirement plan with company match
- Paid vacation and NYSE holidays
- Opportunity to work directly alongside executive leadership
- Collaborative and entrepreneurial company culture
- Long-term career growth within a successful investment management organization
Where can candidates be located for this remote Controller role?
This is a remote position open to candidates living anywhere on the East Coast or in the Mid-West region of the United States. The Controller works remotely while collaborating closely with the firm's executive leadership and external partners. Candidates outside these regions are encouraged to review other openings through Frontline Source Group's accounting and finance staffing page.
How do you apply for this Controller position?
If you are a qualified candidate, the fastest way to be considered is the how to apply page, where a Frontline Source Group recruiter on the accounting and finance desk can review your background and connect you with this and similar roles. You can also explore related senior accounting opportunities on the accounting and finance executive search page.
How can employers hire accounting and finance talent through Frontline Source Group?
If you are an employer looking to fill a Controller, CFO, or other accounting and finance role, submit your opening through the employer request form or review engagement details on the pricing page. Every direct hire placement is backed by the 5-Year Placement Warranty, roughly 20 times the length of the 90-day guarantee that is standard across the staffing industry.
Frequently Asked Questions: Remote Controller Job
Is this Controller position remote?
Yes. This is a fully remote, direct-hire Controller role with an SEC-registered investment management firm. Candidates can live anywhere on the East Coast or in the Mid-West region of the United States and work remotely while collaborating with the firm's executive leadership.
What experience is required for this Controller role?
Candidates need a bachelor's degree in accounting, finance, business administration, or a related field, plus 5 plus years of accounting experience within investment management, asset management, wealth management, family office, hedge fund, or related financial services environments. Prior Controller, Assistant Controller, Accounting Manager, or Fund Accountant experience is expected.
What software skills does this position require?
Advanced Microsoft Excel skills and QuickBooks experience are required. Experience with Advent Black Diamond or a similar portfolio management system, and familiarity with Fidelity Wealthscape or a similar custodial platform, are preferred.
What SEC filings will the Controller handle?
The Controller leads preparation and coordination of SEC regulatory filings, including Form ADV, Form PF, Form 13F, and other required disclosures, and serves as the primary liaison for GIPS verification activities and annual audits.
Is this a direct-hire or contract position?
This is a direct-hire opportunity, meaning a permanent placement with the client firm. Every direct hire placed by Frontline Source Group is backed by the 5-Year Placement Warranty.
What benefits does this Controller role offer?
The role offers a performance-based bonus opportunity; medical, dental, and vision benefits; a retirement plan with company match; paid vacation and NYSE holidays; direct exposure to executive leadership; and long-term career growth within a successful investment management organization.
How do I apply for this Controller position?
Qualified candidates can apply through the how to apply page, where a Frontline Source Group recruiter on the accounting and finance desk reviews your background and connects you with this and similar roles. You can also explore related openings on the accounting and finance executive search page.
What type of firm is hiring for this role?
The hiring organization is a highly respected SEC-registered investment management firm specializing in long-term value investing, with a decades-long reputation for disciplined investing, operational excellence, and integrity. It offers a collaborative, entrepreneurial environment.
Who is Frontline Source Group?
Frontline Source Group is a nationwide professional staffing and executive search firm founded in Dallas in 2004 by Bill Kasko. The firm operates 32 plus offices nationwide, has completed 5,619 plus placements, and recruits across accounting and finance, technology, human resources, legal, administrative, and many other disciplines.
What is the 5-Year Placement Warranty?
The 5-Year Placement Warranty is Frontline Source Group's backing on every direct hire placement, roughly 20 times the length of the 90-day guarantee that is standard across the staffing industry. It reflects the firm's confidence in its 98.94 percent executive placement retention rate.
What awards has Frontline Source Group won?
Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), a Forbes Best Executive Recruiting Firm at #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, and an Expertise.com Best Staffing Agency. It holds a 5.0-star Trustpilot rating across 666 plus verified reviews.
How can employers hire accounting talent through Frontline Source Group?
Employers can submit a Controller, CFO, or other accounting and finance opening through the employer request form, or review engagement details on the pricing page. Every direct hire placement is backed by the 5-Year Placement Warranty.
