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Heb je ervaring met KYC en Transaction Monitoring? Wil je je bezighouden met klantonderzoek en bijdragen aan het voorkomen van financi\u00eble criminaliteit? Dan is deze functie als KYC Analist iets voor jou. Functie Als KYC Analist beoordeel je klantsignalen en verricht je diepgaande onderzoeken…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[21],"industry":[],"contract_type":[1226],"vacancy_type":[1274],"work_type":[],"location":[1676],"class_list":["post-14161","job","type-job","status-publish","hentry","discipline-risk-compliance","location-delft"],"acf":{"job_reference":"JOB-092026-314600_1788955888","job_type":"Temporary","job_industry":"Risk & Compliance","working_arrangement":"","featured":"","start_date":"","expiry_date":"2026-09-16","salary_currency":"EUR","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Bespreekbaar","custom_data":"","application_email":"Sophie.aCampo.29357.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=U29waGllLmFDYW1wby4yOTM1Ny4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Sophie \u00e0 Campo","contact_email":"Sophie.aCampo@oliverjames.com","contact_telephone":"+31 20 808 1599","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Delft , Zuid-Holland","job_location_raw":"Europa > Nederland > Zuid-Holland > Delft","geo_lat":"52.0115769","geo_long":"4.3570677","geo_formatted_address":"Delft, Netherlands","geo_city":"Delft","geo_country_short":"NL","geo_country_long":"Netherlands","geo_administrative_area_level_2_short":"Delft","geo_administrative_area_level_2_long":"Delft","geo_administrative_area_level_1_short":"ZH","geo_administrative_area_level_1_long":"South Holland","talentlink_job_id":""},"yoast_head":"\n
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Analyst"},"content":{"rendered":"<div>\n<h3 class=\"isSelectedEnd\"><strong>FP&A Analyst – Hybrid – London <\/strong><\/h3>\n<p class=\"isSelectedEnd\">I’m working with a leading insurance business looking for an ambitious finance professional to join their Commercial Reporting & Analysis team.<\/p>\n<p class=\"isSelectedEnd\">This role would suit a Big 4 Assistant Manager, newly qualified accountant or strong finalist who has some exposure to FP&A, MI or financial analysis and wants to develop this further within Insurance.<\/p>\n<p class=\"isSelectedEnd\">The role responsibilities:<br \/>* Management information and performance reporting<br \/>* Financial and variance analysis<br \/>* Supporting senior leadership and board-level reporting<br \/>* Turning complex data into clear commercial insight<br \/>* Working closely with Finance, Actuarial and wider business teams<br \/>* Supporting FP&A and business planning<br \/>* Improving reporting, data and automation<\/p>\n<p class=\"isSelectedEnd\">What we are looking for:<br \/>* ACA \/ ACCA \/ CIMA finalist or qualified<br \/>* Big 4 Assistant Manager experience would be relevant<br \/>* Insurance experience – Lloyd’s or General Insurance<br \/>* Exposure to FP&A, MI, management reporting or financial analysis<br \/>* Strong Excel and analytical skills<br \/>* Commercially minded with a genuine interest in FP&A<br \/>* Confident working with and presenting to stakeholders<br \/>* Power BI \/ data visualisation experience would be a plus<\/p>\n<p>This is a great opportunity for someone looking to make their first move into a FP&A role within the Insurance market.<\/p>\n<p><\/p>\n<div>\n<div>\n<p> <\/div>\n<div>\n<h2>\n<p> Exciting Opportunity: Financial Planning & Analysis Analyst <br \/> <\/h2>\n<p> <\/div>\n<p> <\/div>\n<div>\n<p> We are delighted to assist our client, a leading entity in the insurance industry, in their search for a dedicated and professional Financial Planning & Analysis Analyst. This permanent position offers a valuable opportunity to advance your career within the financial sector of a respected and innovative company. <\/p>\n<h3>Role & Responsibilities<\/h3>\n<ul>\n<li>Conduct detailed financial analysis to support strategic decisions.<\/li>\n<li>Create and maintain financial models for forecasting and budgeting.<\/li>\n<li>Perform variance analysis between actual results and forecasts\/budgets.<\/li>\n<li>Prepare monthly, quarterly, and annual financial reports.<\/li>\n<li>Collaborate with team members to achieve financial objectives and improve financial processes.<\/li>\n<li>Engage in ad hoc financial projects and analyses to assist various stakeholders within the company.<\/li>\n<\/ul>\n<h3>Key Skills<\/h3>\n<ul>\n<li>Proven expertise in financial planning and analysis within the insurance industry.<\/li>\n<li>Strong capabilities in financial modeling and forecasting.<\/li>\n<li>Exceptional analytical and problem-solving skills.<\/li>\n<li>Proficient in using financial software and Microsoft Office Suite, particularly Excel.<\/li>\n<li>Excellent communication skills, both written and verbal, with the ability to convey complex financial information clearly.<\/li>\n<li>Demonstrated ability to work collaboratively in a team environment and handle multiple tasks under tight deadlines.<\/li>\n<\/ul>\n<p> <\/div>\n<p> Note: Detailed information about the company and the team you will be joining is available during the interview process. <\/p>\n<p> <\/div>\n<p> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/SmVzcy5CYWtlci44MzQ4MC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>FP&A Analyst – Hybrid – London I’m working with a leading insurance business looking for an ambitious finance professional to join their Commercial Reporting & Analysis team.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[1246],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1273],"class_list":["post-14159","job","type-job","status-publish","hentry","discipline-accountancy","location-london"],"acf":{"job_reference":"JOB-082026-312690_1788943076","job_type":"Permanent","job_industry":"Accountancy","working_arrangement":"Hybrid","featured":"","start_date":"21\/09\/2026","expiry_date":"2026-09-30","salary_currency":"GBP","salary_from":"65000","salary_to":"79000","salary_per":"annum","salary_benefits":"","salary":"\u00a365000 - \u00a379000 per annum","custom_data":"","application_email":"Jess.Baker.83480.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=SmVzcy5CYWtlci44MzQ4MC4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Jess Baker","contact_email":"Jess.Baker@oliverjames.com","contact_telephone":"+44 20 3861 9333","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"London","job_location_raw":"Europe > England > London","geo_lat":"51.5072178","geo_long":"-0.1275862","geo_formatted_address":"London, UK","geo_city":"London","geo_country_short":"GB","geo_country_long":"United Kingdom","geo_administrative_area_level_2_short":"Greater London","geo_administrative_area_level_2_long":"Greater London","geo_administrative_area_level_1_short":"England","geo_administrative_area_level_1_long":"England","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>FP&A Analyst - Oliver James<\/title>\n<meta name=\"description\" content=\"We're hiring an FP&A Analyst in London. Build your insurance finance career with hybrid working and a focus on analysis and performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/nl\/jobs\/fpa-analyst-14159\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FP&A Analyst\" \/>\n<meta property=\"og:description\" content=\"We're hiring an FP&A Analyst in London. 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Deze rol is interessant voor iemand die al ervaring heeft binnen Transaction Monitoring en daarnaast minimaal enige ervaring heeft opgedaan binnen KYC\/CDD.<\/p>\n<p>Ben jij analytisch sterk, communicatief vaardig en klaar voor een junior+\/medior stap binnen KYC? Dan kan dit een mooie vervolgstap zijn.<\/p>\n<p><span style=\"font-size: 10pt\"><strong>De functie<\/strong><\/span><\/p>\n<p>Als KYC Analist PR\/EDR richt je je op periodieke reviews en event-driven reviews van particuliere klanten. Je onderzoekt klantdossiers, beoordeelt signalen en analyseert of het klantdossier actueel is en past binnen het geldende risicobeleid.<\/p>\n<p>Je kijkt onder andere naar ongebruikelijke transactiepatronen, mogelijke signalen van fraude of witwassen, verhuizingen naar hoogrisicolanden en andere risicofactoren. Op basis van jouw onderzoek stel je een duidelijke review op waarin je jouw bevindingen en conclusies feitelijk onderbouwt.<\/p>\n<p><span style=\"font-size: 10pt\"><strong>Wat ga je doen?<\/strong><\/span><\/p>\n<ul>\n<li>Uitvoeren van periodieke en event-driven reviews;<\/li>\n<li>Onderzoeken van particuliere klanten\/natuurlijke personen;<\/li>\n<li>Beoordelen van klantdossiers op actualiteit, volledigheid en risico;<\/li>\n<li>Analyseren van transactiepatronen en risicosignalen;<\/li>\n<li>Signaleren van mogelijke fraude, witwassen of andere integriteitsrisico’s;<\/li>\n<li>Opstellen van goed onderbouwde reviews en risicoanalyses;<\/li>\n<li>Waar nodig zelf FIU-meldingen oppakken;<\/li>\n<li>Klanten telefonisch benaderen voor aanvullende informatie.<\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt\"><strong>Wat breng jij mee?<\/strong><\/span><\/p>\n<ul>\n<li>Minimaal 2 jaar ervaring met Transaction Monitoring, bij voorkeur binnen een grootbank;<\/li>\n<li>Minimaal 1 jaar ervaring binnen KYC\/CDD;<\/li>\n<li>Ervaring met particuliere klanten\/natuurlijke personen is passend;<\/li>\n<li>Ervaring met het onderzoeken van particuliere betaalrekeningen is een pr\u00e9;<\/li>\n<li>Afgeronde hbo- of wo-opleiding;<\/li>\n<li>Analytisch sterk en in staat om hoofd- en bijzaken goed te onderscheiden;<\/li>\n<li>Je kunt conclusies feitelijk en helder onderbouwen;<\/li>\n<li>Goede communicatieve vaardigheden, ook richting klanten;<\/li>\n<li>Sterk verantwoordelijkheidsgevoel;<\/li>\n<li>Direct beschikbaar of beschikbaar op zeer korte termijn;<\/li>\n<li>Energieke houding en klaar voor een junior+\/medior stap.<\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt\"><strong>Wat staat er tegenover?<\/strong><\/span><\/p>\n<ul>\n<li>Start: zo snel mogelijk;<\/li>\n<li>Opdrachtduur: 6 maanden;<\/li>\n<li>Verlenging: nog niet zeker;<\/li>\n<li>Uren: 36 uur per week;<\/li>\n<li>Hybride werken;<\/li>\n<li>1 vaste kantoordag per week;<\/li>\n<li>Interviewproces volledig online via Teams;<\/li>\n<li>Een mooie kans om jezelf verder te ontwikkelen binnen KYC\/CDD.<\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt\"><strong>Wet Waadi en Secundaire Arbeidsvoorwaarden: Vanaf 2026<\/strong><\/span><\/p>\n<p>Vanaf 2026 geldt er een belangrijke wijziging die ook voor jou als medewerker bij ons als detacheerder van toepassing is. De Wet Waadi zorgt ervoor dat wij verplicht zijn om de secundaire arbeidsvoorwaarden van de klant over te nemen. Wat betekent dat voor jou?<\/p>\n<p>Dit houdt in dat je als medewerker bij ons vanaf 2026 dezelfde secundaire arbeidsvoorwaarden ontvangt als je zou krijgen wanneer je rechtstreeks bij onze klant in dienst zou zijn. Denk aan zaken zoals vakantiedagen, pensioenregelingen, reiskostenvergoeding, bonussen of andere voordelen die een klant biedt bovenop je salaris.<\/p>\n<p><span style=\"font-size: 10pt\"><strong>Oliver James<\/strong><\/span><\/p>\n<p>Kies je voor Oliver James, dan kies je voor een betrouwbare partij met het grootste netwerk in de financi\u00eble wereld. Dit betekent dat je deel uitmaakt van ons kennisnetwerk in Nederland en daarnaast toegang krijgt tot de beste posities bij grote internationale banken.<\/p>\n<p>Binnen Oliver James bieden we een breed scala aan opleidingsmogelijkheden die je naast je werk kunt volgen, bijvoorbeeld Digital Investigation, Cryptocurrency & Blockchain en ACAMS, en nog veel meer. De service die je van ons kunt verwachten wordt gedreven door ons algemene doel: focus op wat voor jou belangrijk is.<\/p>\n<p>Wij zetten de eerste stap door klaar te staan om je van A tot Z te begeleiden, zet jij de tweede stap?<\/p>\n<p><span style=\"font-size: 10pt\"><strong>Enthousiast geworden?<\/strong><\/span><\/p>\n<p>Neem contact op met Batuhan via <a href=\"mailto:batuhan.cesur@oliverjames.com\">batuhan.cesur@oliverjames.com<\/a> of 06 39520400.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QmF0dWhhbi5DZXN1ci4yMDg3NS4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>KYC Analist PR\/EDR | Junior+ \/ Medior | 36 uur Voor een mooie opdrachtgever binnen de financi\u00eble sector zijn wij op zoek naar een KYC Analist PR\/EDR. Deze rol is interessant voor iemand die al ervaring heeft binnen Transaction Monitoring en daarnaast minimaal enige…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[21],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1399],"class_list":["post-14155","job","type-job","status-publish","hentry","discipline-risk-compliance","location-rotterdam"],"acf":{"job_reference":"JOB-092026-314600_1788942501","job_type":"Permanent","job_industry":"Risk & Compliance","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-09-30","salary_currency":"EUR","salary_from":"","salary_to":"","salary_per":"","salary_benefits":"","salary":"Bespreekbaar","custom_data":"","application_email":"Batuhan.Cesur.20875.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QmF0dWhhbi5DZXN1ci4yMDg3NS4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Batuhan Cesur","contact_email":"Batuhan.Cesur@oliverjames.com","contact_telephone":"+31 20 808 0920","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Rotterdam , Zuid-Holland","job_location_raw":"Europa > Nederland > Zuid-Holland > Rotterdam","geo_lat":"51.9244201","geo_long":"4.4777325","geo_formatted_address":"Rotterdam, Netherlands","geo_city":"Rotterdam","geo_country_short":"NL","geo_country_long":"Netherlands","geo_administrative_area_level_2_short":"Government of Rotterdam","geo_administrative_area_level_2_long":"Government of Rotterdam","geo_administrative_area_level_1_short":"ZH","geo_administrative_area_level_1_long":"South Holland","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>KYC Analist PR\/EDR | Junior+ \/ Medior | 36 uur - Oliver James<\/title>\n<meta name=\"description\" content=\"Ben jij klaar voor groei als KYC Analist PR\/EDR? Wij zoeken junior+\/medior talent voor 36 uur per week. Werk hybride en ontwikkel je in KYC\/CDD.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.oliverjames.com\/nl\/jobs\/kyc-analist-predr-junior-medior-36-uur-14155\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KYC Analist PR\/EDR | Junior+ \/ Medior | 36 uur\" \/>\n<meta property=\"og:description\" content=\"Ben jij klaar voor groei als KYC Analist PR\/EDR? Wij zoeken junior+\/medior talent voor 36 uur per week. 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This role will support a broad range of regulatory and compliance activities, including state filings, regulatory research, complaints, investigations, advertising, regulatory exams, and product administration.<\/p>\n<p class=\"isSelectedEnd\">The ideal candidate will bring strong insurance industry knowledge, hands-on regulatory experience, and the ability to independently manage multiple priorities while partnering with senior leadership and supporting junior team members.<\/p>\n<h2>Skills & Experience<\/h2>\n<ul data-spread=\"false\">\n<li>5+ years of insurance compliance or legal experience, preferably within life insurance.<\/li>\n<li>Strong knowledge of insurance regulations and state regulatory requirements.<\/li>\n<li>Hands-on experience with <strong>SERFF, NAIC, I-File<\/strong>, and state regulatory systems.<\/li>\n<li>Experience managing <strong>form, rate, and informational filings<\/strong> from preparation through approval.<\/li>\n<li>Strong regulatory research and interpretation skills.<\/li>\n<li>Experience handling consumer and regulatory complaints and investigations.<\/li>\n<li>Excellent organization, documentation, and project management skills.<\/li>\n<li>Strong written and verbal communication skills.<\/li>\n<li>Ability to work independently while collaborating effectively across teams.<\/li>\n<li>Insurance-related designation preferred.<\/li>\n<\/ul>\n<h2>Detailed Job Description<\/h2>\n<ul data-spread=\"false\">\n<li>Manage end-to-end state insurance filings, including preparation, submission, objections, revisions, and tracking.<\/li>\n<li>Research and interpret laws, regulations, and regulatory changes impacting insurance products and operations.<\/li>\n<li>Handle complex consumer and regulatory complaints, including research, response drafting, and documentation.<\/li>\n<li>Support regulatory and internal investigations, audits, and regulatory examinations.<\/li>\n<li>Review advertising and marketing materials for regulatory compliance and maintain required documentation.<\/li>\n<li>Support new product rollouts, form updates, product administration, and regulatory requirements.<\/li>\n<li>Assist with contract-related compliance matters and third-party legal or regulatory requests.<\/li>\n<li>Support compliance monitoring, holding company filings, suitability activities, and quarterly compliance reporting.<\/li>\n<li>Maintain accurate compliance records and identify opportunities to improve processes and documentation.<\/li>\n<li>Provide guidance to junior compliance staff and escalate complex matters appropriately.<\/li>\n<\/ul>\n<p>If interested please reach out to olivea.kupiec@oliverjames.com! <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/b2xpdmVhLmt1cGllYy4zNDQ1Ni4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Compliance Analyst II Job Summary \/ Introduction We are partnering with a leading insurance organization to identify an experienced Compliance Analyst II to join its compliance team. This role will support a broad range of regulatory and compliance activities, including state filings, regulatory research,…<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[21],"industry":[],"contract_type":[1225],"vacancy_type":[1272],"work_type":[1703],"location":[1424],"class_list":["post-14151","job","type-job","status-publish","hentry","discipline-risk-compliance","location-dallas"],"acf":{"job_reference":"JOB-092026-314591_1788902353","job_type":"Permanent","job_industry":"Risk & Compliance","working_arrangement":"Office based","featured":"","start_date":"","expiry_date":"2026-09-15","salary_currency":"USD","salary_from":"","salary_to":"80000","salary_per":"annum","salary_benefits":"","salary":"Up to US$80000 per annum","custom_data":"","application_email":"olivea.kupiec.34456.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=b2xpdmVhLmt1cGllYy4zNDQ1Ni4xMTMwOUBvbGl2ZXJqYW1lc2Fzc29jaWF0ZXMuYXBsaXRyYWsuY29t","contact_name":"Olivea Kupiec","contact_email":"olivea.kupiec@oliverjames.com","contact_telephone":"+1 646 891 1809","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Dallas, Texas","job_location_raw":"North America > USA > Texas > Dallas County > Dallas","geo_lat":"32.7766642","geo_long":"-96.7969879","geo_formatted_address":"Dallas, TX, USA","geo_city":"Dallas","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Dallas County","geo_administrative_area_level_2_long":"Dallas County","geo_administrative_area_level_1_short":"TX","geo_administrative_area_level_1_long":"Texas","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - 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The Fund Accountant will own the fund accounting function and have great exposure to funds, the business and internal\/external stakeholders.<\/p>\n<p>The role will be Hybrid, in LA however there may be an initial ~ramp up: phase in office. <\/p>\n<p><span style=\"text-decoration: underline\"><strong>Responsibilities: <\/strong><\/span><\/p>\n<ul>\n<li>Take full ownership of day-to-day fund accounting across a portfolio of private investment funds <\/li>\n<li>Manage general ledger activity, journal entries and monthly and quarterly close processes<\/li>\n<li>Maintain accurate books and records covering investments, income, expenses, assets and liabilities <\/li>\n<li>Monitor and allocate fund expenses against budgets and governing documentation <\/li>\n<li>Reconcile investment activity using portfolio accounting systems and ensure all transactions are accurately captured <\/li>\n<li>Record and reconcile monthly cash activity across fund bank accounts <\/li>\n<li>Prepare quarterly and annual GAAP financial statements <\/li>\n<li>Support investor reporting and respond to limited partner queries and ad hoc analysis requests <\/li>\n<li>Coordinate annual fund audits, acting as a key point of contact for auditors for external fund administrators <\/li>\n<li>Partner with external tax specialists to support timely and accurate fund tax filings, including K-1 preparation <\/li>\n<li>Ensure funds remain compliant with relevant regulations, internal policies, GAAP and industry best practice <\/li>\n<li>Contribute to risk management, operational improvements and broader finance projects across the firm<\/li>\n<li>Handle highly confidential information with the discretion and attention to detail expected within a private investment environment<\/li>\n<\/ul>\n<p><span style=\"text-decoration: underline\"><strong>Qualifications \/ Skills required: <\/strong><\/span><\/p>\n<ul>\n<li>3-5 years of accounting experience, ideally with exposure to fund accounting. <strong>Tax experience is a strong advantage<\/strong><\/li>\n<li>Previous experience within a fund administrator or large accounting\/investment environment<\/li>\n<li>Bachelor’s degree in Accounting, Finance or a related discipline required <\/li>\n<li>Professional qualifications such as CPA, CFA or MBA are welcome<\/li>\n<li>Experience with fund accounting, portfolio accounting or financial management systems <\/li>\n<li>Highly detail-oriented and proactive, with a genuine sense of ownership <\/li>\n<li>Professional and polished communicator with strong relationship building skills <\/li>\n<li>Comfortable working in a fast-paced and collaborative environment <\/li>\n<\/ul>\n<p>Please apply directly or contact Morgan.tull@oliverjames.com <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/TW9yZ2FuLlR1bGwuNjgzNjQuMTEzMDlAb2xpdmVyamFtZXNhc3NvY2lhdGVzLmFwbGl0cmFrLmNvbQ.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>An exciting opportunity has arisen to join a growing boutique investment firm. 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Equity, Director (Fund Administration)"},"content":{"rendered":"<div class=\"_46f248c1 _8290ee9e _799d43a3 cec40bec _7c8d80bc _15bad507 _0d986f1c _1b608c33\">\n<p class=\"_3519784e ad876190 _6dd95ba7 a804f24c _5c7fd5ba _65b2dba9 _50f9bd52 _56cadcc8 _36a7573b _47de1423 _990ea6b9\"><span style=\"font-size: 10pt\">My client is a technology-led fund administration platform seeking a Private Equity Director. This is not a stereotypical fund administration role. You will combine technical fund accounting with client leadership, team development and process improvement, while helping clients leverage modern technology across complex closed-end fund structures.<\/span><\/p>\n<\/div>\n<p><span style=\"font-size: 10pt\"><strong>Key Responsibilities Include:<\/strong><\/span><\/p>\n<\/p>\n<ul class=\"e1696085 da62f436 _1b608c33\">\n<li><span style=\"font-size: 10pt\">Leading the day-to-day operations of a private equity fund accounting team<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Overseeing NAV calculations, financial statements, capital calls and distributions<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Reviewing fee calculations, profit and loss allocations and performance reporting<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing the creation and maintenance of complex waterfall models<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Acting as a senior point of contact for clients and internal stakeholders<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing and developing client teams of up to 10 employees<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Resolving complex accounting enquiries escalated by junior team members<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Leading fund audits and ensuring their timely completion<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing new client onboarding and fund transitions<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Improving workflows, procedures and operational controls<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Supporting recruitment, training and performance evaluations<\/span>\n<\/li>\n<\/ul>\n<p class=\"_3519784e _15d5db3c a804f24c _5c7fd5ba _1d52a6e8 _49aed82c _56cadcc8 _36a7573b _47de1423 _990ea6b9 _976f2137\"><span class=\"_5efc74ee _27b19271 d9a77b5a _1771a3b1 ff295ae8 cf2f0e38 a2184430 _0a15adc1 _1b608c33\" style=\"font-size: 10pt\" data-testid=\"expandable-text-box\"><strong>Skills & Experience<\/strong><\/p>\n<p><\/span><\/p>\n<ul class=\"e1696085 da62f436 _1b608c33\">\n<li><span style=\"font-size: 10pt\">7+ years of private equity or alternative fund accounting experience<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Strong knowledge of NAVs, allocations, waterfalls and financial reporting<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Experience managing clients and developing accounting teams<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Strong systems, analytical and problem-solving capabilities<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Investran experience is advantageous<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt\"> <\/span><\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QWRhbS5Sb3NzLjc3ODM5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>My client is a technology-led fund administration platform seeking a Private Equity Director. This is not a stereotypical fund administration role. You will combine technical fund accounting with client leadership, team development and process improvement, while helping clients leverage modern technology across complex closed-end fund structures.<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false},"jobrelay_source":[1247,1248],"discipline":[19],"industry":[],"contract_type":[1225],"vacancy_type":[1274],"work_type":[1702],"location":[1424],"class_list":["post-14147","job","type-job","status-publish","hentry","discipline-accountancy-finance","location-dallas"],"acf":{"job_reference":"JOB-092026-314584_1788895266","job_type":"Permanent","job_industry":"Accountancy & Finance","working_arrangement":"Hybrid","featured":"","start_date":"","expiry_date":"2026-09-15","salary_currency":"USD","salary_from":"160000","salary_to":"180000","salary_per":"annum","salary_benefits":"","salary":"US$160000 - US$180000 per annum","custom_data":"","application_email":"Adam.Ross.77839.11309@oliverjamesassociates.aplitrak.com","application_url":"https:\/\/www.aplitrak.com\/?adid=QWRhbS5Sb3NzLjc3ODM5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20","contact_name":"Adam Ross","contact_email":"Adam.Ross@oliverjames.com","contact_telephone":"+44 161 509 3598","contact_url":"","company_name":"","company_tagline":"","company_website":"","company_twitter":"","company_logo":"","company_video":"","job_location":"Dallas, Texas","job_location_raw":"North America > USA > Texas > Dallas County > Dallas","geo_lat":"32.7766642","geo_long":"-96.7969879","geo_formatted_address":"Dallas, TX, USA","geo_city":"Dallas","geo_country_short":"US","geo_country_long":"United States","geo_administrative_area_level_2_short":"Dallas County","geo_administrative_area_level_2_long":"Dallas County","geo_administrative_area_level_1_short":"TX","geo_administrative_area_level_1_long":"Texas","talentlink_job_id":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Private Equity, Director (Fund Administration) - Oliver James<\/title>\n<meta name=\"description\" content=\"We're hiring a Private Equity Director. 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This is not a stereotypical fund administration role. You will combine technical fund accounting with client leadership, team development and process improvement, while helping clients leverage modern technology across complex closed-end fund structures.<\/span><\/p>\n<p class=\"isSelectedEnd\"><span style=\"font-size: 10pt\"><strong>Key Responsibilities Include:<\/strong><\/span><\/p>\n<ul data-spread=\"false\">\n<li><span style=\"font-size: 10pt\">Leading the day-to-day operations of a private equity fund accounting team<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Overseeing NAV calculations, financial statements, capital calls and distributions<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Reviewing fee calculations, profit and loss allocations and performance reporting<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing the creation and maintenance of complex waterfall models<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Acting as a senior point of contact for clients and internal stakeholders<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing and developing client teams of up to 10 employees<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Resolving complex accounting enquiries escalated by junior team members<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Leading fund audits and ensuring their timely completion<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Managing new client onboarding and fund transitions<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Improving workflows, procedures and operational controls<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Supporting recruitment, training and performance evaluations<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-size: 10pt\">Skills & Experience<\/span><\/h2>\n<ul data-spread=\"false\">\n<li><span style=\"font-size: 10pt\">7+ years of private equity or alternative fund accounting experience<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Strong knowledge of NAVs, allocations, waterfalls and financial reporting<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Experience managing clients and developing accounting teams<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Strong systems, analytical and problem-solving capabilities<\/span><\/li>\n<li><span style=\"font-size: 10pt\">Investran experience is advantageous<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt\">If this sounds of interest and you are either a Manager ready to take the next step or a Director working at a firm that is behind the curve technologically, please reach out to me directly at <a href=\"mailto:adam.ross@oliverjames.com\">adam.ross@oliverjames.com<\/a>.<\/span><\/p>\n<\/p><\/div>\n<p> <\/div>\n<p> <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/QWRhbS5Sb3NzLjE0Nzk4LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>My client is a technology-led fund administration platform seeking a Private Equity Director. This is not a stereotypical fund administration role. 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This is a highly business-facing role partnering with underwriting, product, compliance, operations, and executive leadership to provide practical legal and regulatory advice across a specialized insurance portfolio.<\/p>\n<p> This is an excellent opportunity for someone who enjoys working closely with the business and serving as the primary legal advisor for a niche line of insurance.<\/p>\n<p> <\/p>\n<h2>Role & Responsibilities<\/h2>\n<ul>\n<li>Serve as the lead legal advisor to the Travel Insurance business.<\/li>\n<li>Advise on insurance regulatory, compliance, and Department of Insurance matters.<\/li>\n<li>Partner with underwriting, product, operations, and business leadership.<\/li>\n<li>Review and support travel insurance products throughout their lifecycle.<\/li>\n<li>Provide practical, business-oriented legal guidance on strategic initiatives.<\/li>\n<\/ul>\n<p> <\/p>\n<h2>Qualifications<\/h2>\n<ul>\n<li><strong>Juris Doctor (JD)<\/strong> from an accredited law school.<\/li>\n<li><strong>Active bar membership<\/strong> in good standing.<\/li>\n<li><strong>Travel Insurance exposure<\/strong> through Legal, Claims, Regulatory, or Risk within the P&C insurance space.<\/li>\n<\/ul>\n<p> <\/p>\n<h2>Compensation & Benefits<\/h2>\n<ul>\n<li>Base Salary: Up to $260-270k<\/li>\n<li>Bonus: 20% Target<\/li>\n<li>Equity: eligibility<\/li>\n<li>Full medical, dental, and vision coverage<\/li>\n<li>401(k) with company match<\/li>\n<li>Generous PTO<\/li>\n<\/ul>\n<p> <\/p>\n<h2>Location & Work Model<\/h2>\n<ul>\n<li>NYC, Jersey City, or Hartford<\/li>\n<li>Hybrid (3 days\/week in office)<\/li>\n<\/ul>\n<p> <\/p>\n<h2>Why This Role?<\/h2>\n<p>Join a leading global insurer as the dedicated legal advisor for its Travel Insurance business. This is a high-visibility role offering direct partnership with business leaders, meaningful responsibility, and the opportunity to become the go-to legal expert for a growing specialty line. <\/p>\n<p><img decoding=\"async\" src=\"https:\/\/counter.adcourier.com\/Tmljb2xldHRlLkZhbHZvLjUwNzA5LjExMzA5QG9saXZlcmphbWVzYXNzb2NpYXRlcy5hcGxpdHJhay5jb20.gif\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>VP, Travel Insurance Counsel Our client, a leading global P&C insurance carrier, is seeking an experienced attorney to support its Travel Insurance & Accident\/Health business. 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This is a permanent position offering the successful candidate an opportunity to work in a dynamic and challenging environment, driving legal strategies and solutions that contribute to the company’s business goals and regulatory compliance.<\/p>\n<h2>Role and Responsibilities<\/h2>\n<ul>\n<li>Serve as a business-facing insurance specialist embedded across <strong>A&H, Travel, Pet, Stop Loss, and other specialty lines.<\/strong><\/li>\n<li>Advise senior stakeholders on insurance regulatory matters, regulatory exposure, and regulator interactions.<\/li>\n<li>Draft, review, and negotiate commercial and insurance agreements, including vendor, MGA\/MGU, TPA, and delegated authority arrangements.<\/li>\n<li>Advise on claims, product, and state regulatory matters, including benefit clarifications and claims communications.<\/li>\n<li>Support product, advertising, consumer, and broader legal matters across the specialty insurance portfolio.<\/li>\n<\/ul>\n<h2>Qualifications<\/h2>\n<ul>\n<li><strong>Juris Doctor (JD)<\/strong> from an accredited law school.<\/li>\n<li><strong>Active bar membership<\/strong> in good standing.<\/li>\n<li><strong>3-5+ years<\/strong> of dedicated A&H, Travel, Pet, Stop Loss, and more specialty P&C insurance lines.<\/li>\n<li>Wider P&C insurance experience within regulatory, claims, product, corporate insurance, etc. (Regulatory preferred)<\/li>\n<\/ul>\n<p><\/p>\n<h2>Compensation & Benefits<\/h2>\n<ul>\n<li>Up to $200k base<\/li>\n<li>Performance bonus<\/li>\n<li>401k match<\/li>\n<li>Generous PTO<\/li>\n<li>Wider benefits<\/li>\n<\/ul>\n<h2>Location & Work Model<\/h2>\n<ul>\n<li>NYC, NJ, Atlanta GA, or Chicago IL<\/li>\n<li>Hybrid (3 days\/week in office)<\/li>\n<\/ul>\n<\/div>\n<div><\/p>\n<h2>Why This Opportunity?<\/h2>\n<ul>\n<li>\n<p>This is an exceptional opportunity for an insurance attorney looking for a broad, highly business-facing in-house role with the ability to build out their niche insurance lines knowledge within A&H, Life, Pet, Stop Loss, and more. 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