Implementation Lead, Private Funds

Overview

Remote (from Colombia only). No exceptions.

This is a full-time contractor role aligned with Eastern business hours, supporting nearshore financial implementation work for a U.S. fintech client specializing in the private funds industry. The nearshore team will work closely with the client’s U.S.-based implementation team. Superior English and communication skills are required.

Responsibilities

• Own full financial implementations by configuring, testing, and validating client fund structures and calculations, partnering closely with the U.S.-based team to execute against client implementation plans.
• Serve as the escalation point within the nearshore team for financial structures involving multiple entities or non-standard configurations, as well as other implementation issues.
• Drive process improvement by helping evolve and refine implementation processes as the nearshore team scales, partnering with the U.S.-based Implementation, Product, and Engineering teams.
• Mentor Associates and Senior Associates, with a potential path toward people management as the role and team grow.

Requirements

• 5+ years of experience in accounting or finance operations.
• 3+ years of experience in the private funds industry as a fund accountant, private funds operations professional, or implementation specialist at a fund administrator, fund manager, or fund management software provider.
• Bachelor’s degree in Accounting, Finance, Business, a related field, or equivalent experience.
• Proven ability to manage large, complex data sets with a high degree of accuracy.
• Proficiency with Microsoft Excel.
• Fluent written and spoken English (B2+), with strong communication skills for daily coordination with a U.S.-based team.

Preferred Qualifications

• Demonstrated experience leading software, systems, or process implementations from spec through to live, production use, ideally with SaaS or cloud-based platforms.
• Hands-on experience using AI tools to build or support automations across workflows, data processing, or testing.
• Experience mentoring or informally guiding junior team members.

Nice to Have

• Strong command of private fund structures and calculations, including complex or non-standard structures.
• CPA or equivalent experience.
• Prior exposure to people management or team leadership.

Compensation & Benefits

• Contractor role with monthly payments in US dollars.
• 9 paid holidays.
• 10 days of PTO available after 6 months (may alter slightly based on client policies).

Location

• Remote from Colombia (no exceptions).