Client Relations Associate - Remote

Nterval FundingRemote — Dallas, Texas, United States

Remote Part-time $20/hr - $25/hr

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Experience Level

Experience

Qualifications

• Strong communication and interpersonal skills• Experience in customer service or client relations• Ability to handle high-volume outreach effectively• Excellent organizational skills and attention to detail• Proficiency in using CRM software, preferably Salesforce• Ability to work independently and manage time effectively.

About the job

ABOUT NTERVAL FUNDING

Nterval Funding is a dynamic and rapidly expanding financial services firm dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of time. This support helps them maintain a steady cash flow, scale their operations, and achieve peace of mind. Our team prioritizes speed, customer service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for payments.

This position is part-time (20–30 hours per week, Monday–Friday), with an hourly pay range of $20–$25.

WHY YOU’LL LOVE WORKING HERE

• Attractive compensation package with opportunities for advancement
• Flexible remote or hybrid working arrangements
• Professional development and sector-specific training
• A supportive, entrepreneurial environment that encourages initiative and ownership
• Direct access to executive leadership and involvement in decision-making
• Chance to thrive in a high-growth fintech niche within the real estate sector

ROLE SUMMARY

As a Client Success Representative, you will serve as the initial touchpoint for real estate agents interested in commission advances. You will assist clients through the application and onboarding journey, ensure they submit accurate documentation, and prepare files for review and approval.

This role emphasizes pre-approval support, ensuring agents comprehend requirements, aiding them in completing applications, and verifying that all information is precise and ready for evaluation. You will also follow up with agents who have initiated but not finalized an application, addressing their inquiries and maintaining a swift, friendly line of communication throughout.

This role is characterized by a fast-paced, communication-intensive environment requiring strong organizational skills, responsiveness, and exceptional client service abilities.

YOUR DAY-TO-DAY

• Engage with potential clients via phone, text, email, and chat
• Guide agents through the application and documentation submission process
• Review incoming documents for completeness and accuracy
• Identify early obstacles (missing forms, ambiguous dates, inconsistent data)
• Follow up with agents who have not completed their applications
• Prepare clean and accurate files for the approval review process
• Maintain a rapid response time to inbound queries to ensure an outstanding client experience
• Educate clients on next steps, documentation needs, and timelines
• Update Salesforce with client information, document statuses, and application progression
• Coordinate with internal operations as files progress toward approval
• Monitor application progress and ensure timely movement toward a decision

WHO WE’RE LOOKING FOR

• Customer service representatives who are comfortable with high-volume outreach
• Individuals who thrive in a fast-paced environment and possess excellent communication skills.

About Nterval Funding

Nterval Funding is at the forefront of providing innovative financial solutions to real estate professionals. Our commitment to excellence and customer satisfaction drives our rapid growth in the fintech sector, making us a trusted partner for agents nationwide.

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About Nterval FundingNterval Funding is a dynamic and rapidly expanding financial services firm that specializes in providing real estate commission advances. We collaborate with real estate professionals across the nation to give them prompt access to their earned commissions, enabling them to sustain a steady cash flow, expand their businesses, and enjoy peace of mind. Our team prioritizes speed, service, and trust, making us the preferred partner for agents focused on closing deals rather than waiting for paychecks.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $20–$25.Why You Will Love Working HereAttractive compensation package with opportunities for advancementFlexible remote or hybrid work arrangementsAccess to professional development and industry trainingA supportive, entrepreneurial culture that champions initiative and ownershipDirect interaction with executive leadership and decision-making processesA chance to thrive in a high-growth fintech niche within the real estate sectorRole SummaryAs the Client Success Representative, you will serve as the initial point of contact for real estate agents seeking a commission advance. Your role will involve guiding clients through the application and onboarding processes, assisting them in submitting precise documentation, and preparing files for review and approval.This position emphasizes pre-approval support, ensuring agents are informed of requirements, aiding in the application process, and confirming that all information is accurate and ready for decision-making. You will also follow up with agents who have started but not completed an application, addressing their inquiries and ensuring fast, friendly communication throughout.This is a fast-paced, communication-intensive role that demands strong organizational skills, responsiveness, and outstanding client service abilities.Your Day-to-Day ResponsibilitiesRespond to prospective clients via phone, text, email, and chatGuide agents through the application and documentation submission processReview incoming documents for completeness and accuracyIdentify early blockers (missing forms, unclear dates, inconsistent information)Follow up with agents who have not completed their applicationsPrepare clean and accurate files for approval reviewMaintain a high inbound response speed and deliver an exceptional client experienceEducate clients on next steps, documentation requirements, and timelinesUpdate Salesforce with client details, document status, and application progressCoordinate internally with operations as files progress toward approvalTrack application progress to ensure timely decisionsWho We’re Looking ForCustomer service representatives comfortable with high-volume outreachIndividuals who thrive in a fast-paced environment and enjoy engaging with clients

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Client Relations Associate - Remote

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Part-time|$20/hr - $25/hr|Remote|Remote — Dallas, Texas, United States

ABOUT NTERVAL FUNDINGNterval Funding is a dynamic and rapidly expanding financial services firm dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of time. This support helps them maintain a steady cash flow, scale their operations, and achieve peace of mind. Our team prioritizes speed, customer service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for payments.This position is part-time (20–30 hours per week, Monday–Friday), with an hourly pay range of $20–$25. WHY YOU’LL LOVE WORKING HERE• Attractive compensation package with opportunities for advancement• Flexible remote or hybrid working arrangements• Professional development and sector-specific training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct access to executive leadership and involvement in decision-making• Chance to thrive in a high-growth fintech niche within the real estate sector ROLE SUMMARYAs a Client Success Representative, you will serve as the initial touchpoint for real estate agents interested in commission advances. You will assist clients through the application and onboarding journey, ensure they submit accurate documentation, and prepare files for review and approval.This role emphasizes pre-approval support, ensuring agents comprehend requirements, aiding them in completing applications, and verifying that all information is precise and ready for evaluation. You will also follow up with agents who have initiated but not finalized an application, addressing their inquiries and maintaining a swift, friendly line of communication throughout.This role is characterized by a fast-paced, communication-intensive environment requiring strong organizational skills, responsiveness, and exceptional client service abilities. YOUR DAY-TO-DAY• Engage with potential clients via phone, text, email, and chat• Guide agents through the application and documentation submission process• Review incoming documents for completeness and accuracy• Identify early obstacles (missing forms, ambiguous dates, inconsistent data)• Follow up with agents who have not completed their applications• Prepare clean and accurate files for the approval review process• Maintain a rapid response time to inbound queries to ensure an outstanding client experience• Educate clients on next steps, documentation needs, and timelines• Update Salesforce with client information, document statuses, and application progression• Coordinate with internal operations as files progress toward approval• Monitor application progress and ensure timely movement toward a decision WHO WE’RE LOOKING FOR• Customer service representatives who are comfortable with high-volume outreach• Individuals who thrive in a fast-paced environment and possess excellent communication skills.

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Remote Fund Controller at Decile Group

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Full-time|Remote|Remote

Decile Group (https://decilegroup.com) is committed to revolutionizing venture capital as a pivotal force for societal transformation. Our ambitious goal is to launch 10,000 next-generation venture capital firms by 2030, fundamentally reshaping the landscape of venture capital.We operate a cutting-edge integrated platform for modern venture capital, encompassing education, software, and fund operations. Our offerings include VC Lab for training future fund managers, Decile Hub with AI-driven operational tools, and Start Fund, allowing managers to establish institutional-quality funds in less than 24 hours. Decile Capital invests in emerging managers. Collectively, our services enhance accessibility in the venture capital arena for those with exceptional ideas and execution capabilities.Role OverviewAs the Fund Controller, you will be responsible for ensuring the accuracy, consistency, and integrity of fund accounting across all venture funds supported by Decile. This role demands a high level of accounting judgment, adherence to standards, and effective escalation processes, guaranteeing that financial outputs are not only accurate but also defensible and uniformly applied across various fund structures.In this position, you will gain extensive exposure to the operations of venture funds at scale, collaborating closely with senior fund accountants, treasury and compliance teams, as well as external audit and tax professionals. Additionally, the Fund Controller will partner with Product and Engineering teams to translate accounting standards and unique scenarios into scalable systems and workflows as our platform continues to evolve.

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Jan 12, 2026

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Client-Facing Mortgage Loan Processor

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Contract|Remote|Peru - Lima

Become a part of Hire Hangar and collaborate with rapidly expanding global companies while fostering a sustainable, remote career.Job TitleClient-Facing Mortgage Loan ProcessorLocationRemoteTime ZoneUS Time Zones (EST–PST)Role OverviewWe are looking for a meticulous, client-oriented Loan Processor to oversee residential loan applications from initiation to finalization. This position demands exceptional organizational skills, attention to detail, and proactive communication with borrowers, lenders, and internal teams. Experience in real estate or home lending is greatly valued. Proficiency in Spanish is highly desirable.Key ResponsibilitiesOversee residential loan files from application to closingGather, review, and authenticate borrower documents for accuracy and completenessDirectly communicate with clients to request necessary documents and provide updatesCoordinate effectively with loan officers, underwriters, and third parties to expedite file processingEnsure compliance with guidelines and submission standardsMaintain well-organized digital records and regularly update CRM/loan systemsProactively identify and resolve issues that could delay closingRequired QualificationsExperience in loan processing, mortgage support, or a related administrative/client-facing roleStrong organizational abilities with an exceptional focus on detailCapability to manage multiple loan files and deadlines concurrentlyClear and professional written and verbal communication skillsPrior remote work experience is essential. Candidates must be adept with remote collaboration tools (e.g., Slack, Zoom, Google Workspace, Asana or similar) and should have ideally worked with US or UK-based firms. Applications without this experience will not be reviewed.Preferred QualificationsBackground in real estate, mortgage lending, or home loan processingProficiency in Spanish (both spoken and written)Familiarity with compliance regulations and standards in the mortgage industry

Mar 17, 2026

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Funding Operations Associate - Remote

Nterval Funding

Part-time|$25/hr - $30/hr|Remote|Remote — Tustin, California, United States

JOIN NTERVAL FUNDINGNterval Funding is an innovative and rapidly expanding financial services firm specializing in real estate commission advances. We empower real estate professionals across the nation by providing them with timely access to their earned commissions, allowing them to maintain a steady cash flow, scale their businesses, and enjoy peace of mind. Our team prioritizes speed, exceptional service, and trust, making us the preferred partner for agents focused on closing deals rather than waiting for payments.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $25–$30. WHY YOU'LL LOVE WORKING WITH US• Competitive pay with opportunities for advancement• Flexible remote/hybrid work options• Professional development and industry-specific training• A supportive, entrepreneurial culture that values initiative and ownership• Direct access to executive leadership and key decision-making processes• A chance to thrive in a high-growth fintech sector within the real estate market ROLE OVERVIEWWe are looking for a Funding Operations Associate to assist real estate agents in securing their commission advances quickly and accurately. In this role, you will liaise with agents, escrow, title, and brokerages to ensure that files transition smoothly from approval to funding and repayment.You will be the primary contact once an application is approved, guiding the process towards funding, maintaining current timelines, and resolving any slow responses, delays, documentation issues, or last-minute changes.This is a dynamic, communication-intensive role requiring proactive follow-up and exceptional organizational skills. YOUR DAILY RESPONSIBILITIES• Follow up with escrow, title, and brokerages to gather necessary confirmations and update timelines • Ensure approved transactions are moved towards same-day or next-day funding • Verify commission amounts, closing dates, and documentation accuracy • Monitor and communicate any delays, cancellations, or updated closing dates • Proactively identify and resolve issues that may hinder funding or repayment • Coordinate next steps with agents when deals are delayed or fall through • Assist in repayment follow-up post-closing • Maintain precise documentation and compliance throughout each transaction • Update Salesforce as transactions progress • Collaborate with operations, accounting, and collections teams as needed • Foster strong relationships with agents to enhance efficiency and encourage repeat business WHO WE’RE LOOKING FOR• Previous experience as a real estate assistant, escrow/title assistant, or transaction coordinator • Customer service professionals comfortable with high-volume interaction • Individuals who thrive on completing tasks swiftly and driving deals to closure • Quick responders who maintain organization under pressure • Individuals eager to contribute to a high-energy team and help real estate professionals succeed.

Jan 16, 2026

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Client Relations Associate - Remote Position

Nterval Funding

Part-time|$20/hr - $25/hr|Remote|Remote — San Antonio, Texas, United States

ABOUT NTERVAL FUNDINGNterval Funding is an innovative and rapidly expanding financial services firm specializing in real estate commission advances. We collaborate with real estate professionals across the nation, providing them timely access to their earned commissions to support steady cash flow, business growth, and financial peace of mind. Our team prioritizes speed, outstanding service, and trust, positioning us as a preferred partner for agents focused on closing deals rather than waiting for payments.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay rate ranging from $20 to $25.WHY YOU’LL LOVE WORKING HERE• Competitive pay with opportunities for advancement• Flexible remote/hybrid work arrangements• Access to professional development and industry training• A supportive, entrepreneurial culture that values initiative and ownership• Direct exposure to executive leadership and strategic decision-making• The chance to thrive in a high-growth fintech sector within the real estate industryROLE SUMMARYAs a Client Relations Associate, you will serve as the first point of contact for real estate agents interested in commission advances. Your responsibilities will include guiding clients through the application and onboarding processes, assisting them in submitting accurate documentation, and preparing files for review and approval.This role emphasizes pre-approval support, ensuring agents understand the necessary requirements, helping them complete applications, and verifying all information is correct and ready for decision-making. You will also reach out to agents who initiated applications but did not complete them, addressing their inquiries and fostering swift, friendly communication throughout.This dynamic, communication-intensive role demands strong organizational skills, responsiveness, and exceptional client service capabilities.YOUR DAY-TO-DAY• Engage with prospective clients through phone, text, email, and chat• Assist agents through the application and documentation submission process• Review incoming documents for accuracy and completeness• Identify potential obstacles (missing forms, unclear dates, inconsistent information)• Follow up with agents who started but did not finish their applications• Prepare clean and accurate files for approval review• Maintain a high response rate and deliver an outstanding client experience• Educate clients on subsequent steps, documentation needs, and timelines• Update Salesforce with client details, document statuses, and application progress• Coordinate internally with operations as files progress toward approval• Track application developments to ensure timely decisionsWHO WE’RE LOOKING FOR• Customer service representatives comfortable with high-volume outreach• Individuals who thrive in fast-paced environments and enjoy assisting clients

Jan 22, 2026

Apply

Client Success Coordinator - Remote Opportunity

Nterval Funding

Part-time|$20/hr - $25/hr|Remote|Remote — Dallas, Texas, United States

ABOUT NTERVAL FUNDINGNterval Funding is a dynamic and rapidly expanding financial services firm that specializes in real estate commission advancements. Our mission is to empower real estate professionals nationwide by providing them with timely access to their earned commissions, enabling them to sustain steady cash flow, scale their businesses, and find peace of mind. We pride ourselves on our core values of speed, exceptional service, and trustworthiness, making us the preferred partner for agents who want to focus on closing deals rather than waiting for payments.This position begins as part-time, requiring 20–30 hours of work per week from Monday to Friday, offering an hourly pay rate between $20 and $25.WHY YOU’LL LOVE WORKING HERE• Competitive compensation package with opportunities for growth• Flexible remote/hybrid work arrangements• Access to professional development and industry-specific training• A supportive, entrepreneurial culture that encourages initiative and ownership• Direct engagement with executive leadership and strategic decision-making• An opportunity to thrive within a high-growth fintech niche in the real estate sectorROLE SUMMARYAs a Client Success Coordinator, you will serve as the primary point of contact for real estate agents seeking a commission advance. Your responsibilities will include assisting clients throughout the application and onboarding process, ensuring they submit accurate documentation, and preparing files for review and approval.This role emphasizes pre-approval support, ensuring agents comprehend the requirements, assisting them in completing applications accurately, and facilitating timely communication. Additionally, you will follow up with agents who have initiated but not finalized applications, addressing their inquiries and maintaining a swift and friendly communication flow.This is a fast-paced, communication-intensive role that necessitates strong organizational skills, responsiveness, and a commitment to delivering exceptional client service.YOUR DAY-TO-DAY• Engage with prospective clients through phone, text, email, and chat• Guide agents through the application and documentation submission process• Evaluate incoming documents for completeness and accuracy• Identify and address early blockers (missing forms, unclear dates, inconsistent information)• Follow up with agents who started but have not completed an application• Assemble tidy and accurate files for approval review• Maintain a high speed of response to inbound inquiries and provide an exceptional client experience• Educate clients regarding next steps, documentation requirements, and timelines• Update Salesforce with client details, document status, and application progress• Coordinate internally with operations as files progress toward approval• Monitor application progress and ensure timely decision-makingWHO WE’RE LOOKING FOR• Customer service representatives with experience in high-volume outreach• Individuals who thrive in fast-paced environments and have a passion for helping others

Jan 31, 2026

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Client Support & Success Manager (Remote)

Nterval Funding

Part-time|$20/hr - $25/hr|Remote|Remote — San Francisco, California, United States

JOIN OUR TEAM AT NTERVAL FUNDINGNterval Funding is a rapidly expanding financial services enterprise dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of schedule. This support helps maintain consistent cash flow, fosters business growth, and offers peace of mind. Our team prioritizes speed, exceptional service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for paychecks.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $20–$25. WHY YOU’LL ENJOY WORKING WITH US• Competitive compensation package with opportunities for advancement• Flexible remote/hybrid working arrangements• Access to professional development and industry-specific training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct interaction with executive leadership and involvement in decision-making processes• An opportunity to thrive in a high-growth fintech sector within the real estate industry ROLE OVERVIEWAs the Client Success Representative, you will serve as the initial point of contact for real estate agents interested in our commission advance services. You will assist clients throughout the application and onboarding journey, ensuring they submit accurate documentation and prepare files for review and approval.This role emphasizes pre-approval support — ensuring agents comprehend the requirements, aiding them in completing the application, and confirming that all information is precise and ready for evaluation. You will also follow up with agents who initiated but did not complete their applications, addressing their inquiries and maintaining prompt, friendly communication throughout the process.This is a dynamic, communication-focused role that demands strong organizational skills, responsiveness, and a commitment to outstanding client service. YOUR DAILY RESPONSIBILITIES• Engage with prospective clients via phone, text, email, and chat• Guide agents through the application and documentation submission process• Review incoming documents for accuracy and completeness• Identify and resolve early blockers (missing forms, unclear dates, inconsistent information)• Follow up with agents who have not completed their applications• Prepare organized and accurate files for approval review• Maintain a high speed of response to inbound inquiries and deliver an exceptional client experience• Educate clients on next steps, documentation requirements, and timelines• Update Salesforce with client information, document status, and application progress• Collaborate internally with the operations team as files progress toward approval• Monitor application progress and ensure timely movement towards decisions WHO WE’RE SEEKING• Customer service representatives who thrive in a high-volume outreach environment• Individuals who take pride in delivering excellent client experiences and enjoy guiding others through processes

Jan 31, 2026

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Client-Facing Missions Software Engineer

Applied Intuition

Full-time|On-site|Washington, District of Columbia, United States

Join our dynamic team at Applied Intuition as a Missions Software Engineer. In this client-facing role, you will collaborate closely with customers to develop and implement cutting-edge software solutions that cater to their unique needs. Your expertise will be essential in driving the success of our clients' missions, ensuring that they leverage our technology effectively for optimal results.

Mar 23, 2026

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Funding & Closing Specialist - Remote Position

Nterval Funding

Part-time|$25/hr - $30/hr|Remote|Remote — Palm Bay, Florida, United States

ABOUT NTERVAL FUNDINGNterval Funding is an innovative financial services firm dedicated to providing real estate professionals with quick access to their earned commissions. We empower agents across the nation, helping them to maintain steady cash flow, expand their businesses, and enjoy peace of mind. Our commitment to speed, exceptional service, and trustworthiness has made us a preferred partner for agents focused on closing deals without delay.This position is offered as part-time (20–30 hours per week, Monday–Friday) with an hourly compensation range of $25–$30.WHY YOU’LL LOVE WORKING HERE• Competitive compensation package with opportunities for advancement• Flexible remote or hybrid work arrangements• Professional growth and training in the industry• A supportive, entrepreneurial culture that encourages initiative and ownership• Direct access to executive leadership and involvement in decision-making• The chance to operate within a rapidly growing fintech niche in the real estate sectorROLE SUMMARYWe are on the lookout for a diligent Closing Coordinator to facilitate swift and precise funding of commission advances for real estate agents. Your responsibilities will include liaising with agents, escrow, title companies, and brokerages to ensure a smooth transition from approval to funding and repayment.As the primary contact after an application is approved, your role will be to propel the deal towards funding, maintain current timelines, and address any delays, missing documentation, or last-minute adjustments.This fast-paced position emphasizes proactive follow-up and requires strong organizational skills.YOUR DAY-TO-DAY• Follow up with escrow, title companies, and brokerages to secure necessary confirmations and update timelines• Drive approved deals towards same-day or next-day funding• Verify commission amounts, closing dates, and accuracy of documentation• Monitor and communicate any delays, cancellations, or updated closing dates• Proactively identify and resolve issues that may hinder funding or repayment• Coordinate next steps with agents when deals are delayed or fall through• Assist with repayment follow-up post-closing• Ensure meticulous documentation and compliance for each file• Update Salesforce as transactions progress• Provide support to operations, accounting, and collections teams as necessary• Foster strong relationships with agents to enhance speed and encourage repeat usageWHO WE’RE LOOKING FOR• Previous experience as real estate assistants, escrow/title assistants, or transaction coordinators• Customer service representatives comfortable with high-volume outreach• Individuals who thrive on completing tasks efficiently and closing deals• Quick responders who can stay organized under pressure• Strong communicators with a passion for helping others succeed

Jan 21, 2026

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Client Success Representative at Nterval Funding | Palm Bay, Florida

Nterval Funding

Part-time|$20/hr - $25/hr|Hybrid|Palm Bay, Florida, United States

Join Our Team at Nterval Funding!Nterval Funding is a dynamic and rapidly expanding financial services firm that specializes in providing real estate commission advances. We empower real estate professionals across the nation by offering them prompt access to their earned commissions, ensuring they maintain a steady cash flow, enhance their business growth, and experience peace of mind. Our team is dedicated to speed, service, and trust, making us the preferred choice for agents eager to focus on closing deals rather than waiting for their paychecks.This position is initially part-time (20–30 hours per week, Monday–Friday) with an attractive hourly rate of $20–$25.Why You'll Love Being Part of Our Team• Competitive compensation with opportunities for advancement• Flexible remote/hybrid work arrangements• Access to professional development and industry training• Supportive, entrepreneurial environment that promotes initiative and ownership• Direct engagement with executive leadership and decision-making processes• Chance to work in a high-growth fintech sector within the real estate marketRole OverviewAs a Client Success Representative, you will serve as the initial point of contact for real estate agents interested in commission advances. You will assist clients throughout the application and onboarding process, ensuring they submit accurate documentation and prepare files for review and approval.This role centers around pre-approval support — ensuring agents understand the requirements, helping them complete the application accurately, and verifying that all information is correct and ready for decision-making. You will also follow up with agents who have started but not completed their applications, addressing their queries and maintaining swift, friendly communication throughout.This fast-paced position requires exceptional organizational skills, quick responsiveness, and a strong commitment to client service.Your Daily Responsibilities• Engage with prospective clients through phone, text, email, and chat• Assist agents in navigating the application and documentation submission process• Review incoming documents for completeness and accuracy• Identify and resolve early blockers (missing forms, unclear dates, inconsistent information)• Follow up with agents who initiated but have not completed their applications• Prepare accurate and organized files for approval review• Ensure a swift inbound response and deliver an outstanding client experience• Educate clients regarding next steps, documentation requirements, and timelines• Update Salesforce with client information, document status, and application progress• Collaborate with internal operations as files progress toward approval• Monitor application status and ensure timely movement toward a decisionWho We Are Looking For• Customer service representatives who thrive in high-volume outreach environments • Individuals who possess a passion for helping clients succeed...

Jan 21, 2026

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Fund Controller - Collateralized Fund Obligation & Structured Products

StepStone Group

Full-time|$160K/yr - $180K/yr|On-site|La Jolla | Charlotte

StepStone Group is a leader in global private markets, offering customized investment strategies, expert advisory services, and insightful, data-driven perspectives to investors worldwide. Our extensive platform and unmatched intelligence across diverse sectors, strategies, and geographies empower our clients to uncover strategic advantages and insights they need to thrive.Position OverviewThe Fund Controller for Fund Accounting – CFO & Structured Products is tasked with overseeing accounting, financial reporting, and supporting operational execution for Collateralized Fund Obligation (CFO) products, alongside other structured credit and Private Equity vehicles. This role serves as the internal subject matter expert on CFO structures, bridging multiple teams including Fund Accounting, Treasury, Investment Operations, Capital Markets, Legal, Tax, external auditors, trustees, collateral administrators, and rating agencies. The aim is to minimize execution risks, internalize critical knowledge, and establish sustainable operating and accounting standards for our expanding structured products platform.As a Fund Controller, you will lead a team of accountants and collaborate closely with the Fund Accounting Treasury and Operations teams, as well as the Investment Operations team.Essential Job Functions:Manage the complete fund accounting and financial reporting system for CFO vehicles, which includes master/feeder structures, note issuances, equity tranches, and related special purpose vehicles (SPVs).Act as the internal expert on indenture interpretation and accounting implications, working alongside Legal and auditors on complex or judgmental matters.Evaluate and critically analyze outputs from collateral administrators, trustees, and third-party fund administrators to ensure alignment with governing documents and accounting standards.Lead CFO product launches and closings, coordinating high-volume cash activity and multi-party workflows.Oversee funding mechanics, including drawdowns, note interest calculations, waterfall allocations, and reserve accounts.Additionally, manage and supervise a portfolio of Private Equity funds, which encompasses but is not limited to:Reviewing work prepared by the fund administrator.

Mar 23, 2026

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