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Prepare and review SEC reporting (Form 10‑Q/10‑K, 8‑K), quarterly earnings releases and investor communications for public and private BDCs. Maintain general ledgers, support audits, forecast fund performance, manage investor capital accounts, interpret US GAAP, and drive process automation and controllership across fund accounting operations.

Lead accounting and reporting for one or more investment funds, maintain general ledger, prepare partner capital schedules and incentive fee calculations, support investor reporting and quarterly statements, coordinate capital calls/distributions, assist external audits and financial statement preparation, produce fund and management reporting, and support ad-hoc projects and process improvements.

Lead firmwide AI-native business transformation by partnering with business stakeholders to redesign workflows, operating models and decision processes using modern AI (agents, RAG, context layers). Develop roadmaps, business cases, reusable patterns, governance-aligned solutions, and adoption strategies while coordinating AI engineering, data, and change-management teams to deliver measurable value and secure, compliant enterprise AI deployments.

Lead change management initiatives across project lifecycles by developing strategies, communications, training, and adoption measurement. Coach teams, partner with stakeholders for needs assessments, build training content and process maps using Visio/SharePoint/PowerPoint, deploy digital adoption tools (e.g., WalkMe), troubleshoot vendor issues, and apply data to measure and reinforce adoption.

Provide high-level administrative support to Senior Leaders in the Investor Partners Group: manage calendars, coordinate domestic and international travel, handle CRM/SharePoint data entry and reporting, track expenses, prepare meeting materials, support vendor and process reviews, participate in improvement initiatives, complete ad-hoc projects, and provide backup support across the Executive Assistant team.