About this opportunity
TRD Advisors LLC lists this RE Credit Fund Controller (Total Comp $350k to $450k) opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Principal, Finance – Real Estate Credit
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Location: New York, NY (In-office Monday–Thursday)
Overview
Our client, a growing asset manager (AUM >$20B), is seeking a Principal, Finance – Real Estate Credit to lead the financial reporting and finance function for its growing real estate credit platform.
Reporting directly to the platform’s Finance Lead, this individual will oversee fund financial reporting, fund operations, fund formation, and FP&A, while serving as a strategic partner to senior leadership. The role will be instrumental in building a scalable, well-governed finance infrastructure to support a complex and expanding credit platform. This is a highly visible position with broad exposure across investment, operations, capital markets, and investor relations.
Key Responsibilities
Finance Leadership
Oversee fund financial reporting, fund operations, and fund formation across funds, SMAs, and structured vehicles
Lead FP&A including budgeting, forecasting, liquidity planning, and scenario analysis
Deliver actionable financial insights and performance reporting to senior leadership
Develop KPIs and reporting frameworks aligned with firm-wide strategy
Operating Model & Administrator Oversight
Design and implement a scalable third-party administrator governance model
Optimize workflows between internal teams and external administrators
Manage fund administrator relationships to ensure timely and accurate deliverables
Technology & Data Transformation
Partner with digital teams to automate reporting, forecasting, and workflows
Own finance data architecture, governance, and reporting consistency (including Snowflake environments)
Drive process improvements leveraging tools such as PowerBI, Anaplan, Geneva, iLevel, and related systems
Support system implementations, integrations, and enhancements
Financing & Capital Markets
Support structuring and oversight of leverage facilities (warehouse lines, repo, TRS)
Manage relationships with financing counterparties and capital providers
Oversee liquidity management and capital planning
Fund & Capital Formation
Lead finance workstreams for new fund launches, SMAs, and product initiatives
Partner with IR, legal, tax, and investment teams on fundraising efforts xhmxlyz
Ensure finance infrastructure is fully built out for new strategies
Support investor reporting and communications
Manage external auditors, tax advisors, and service providers
Qualifications
Bachelor’s degree in Accounting or Finance
15+ years of experience in fund finance, fund accounting, or investment finance within real estate credit, private credit, or alternatives
Strong experience with commercial real estate lending strategies (mezz, development, mortgage)
Deep understanding of private fund structures (closed-end funds, SMAs, JVs, REIT-like structures)
Experience supporting fund launches and/or finance transformation initiatives
Strong systems and data orientation (experience with reporting tools and data platforms preferred)
CPA and/or CFA preferred
Worksite address
new york, NY, 10259, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.