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Implementation Lead, Private Funds

Role overview

Qualifications

  • 5+ years of finance or accounting operations experience
  • 3+ years in the private funds industry
  • Bachelor's degree in Accounting, Finance, Business, or related field
  • Proficiency with Microsoft Excel

Responsibilities

  • Own Full Implementations: Configure, test, and validate client fund structures and calculations
  • Act as Escalation Point for financial structures and implementation issues
  • Drive Process Improvement as the nearshore team scales
  • Mentor the Team, including Associates and Senior Associates

Key facts

Other skills

  • Microsoft Excel
  • Communication
  • Mentorship
  • Teamwork

About the company

AgilityFeat logo

AgilityFeat

Software Development

AgilityFeat is a US-based company with offices in Panamá and Colombia, offering services to help US companies build and manage nearshore software development teams in Latin America. Leverage our experience to solve your staffing challenges! Managing global software development teams has many benefits but can be complicated. We handle everything—recruiting, contracting, local labor laws, payments, and even transitioning your team and corporate structure if needed. Focus on building great applications while we take care of the rest! We offer

Company details

IndustrySoftware Development
Company size11 - 50

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Job description

Location: Remote from LatAm

Working hours: Full-time, aligned w/ Eastern or Central Time business hours (ET, CT)

Job Type: Contractor, monthly payments in US dollars

Benefits: 9 paid holidays, plus 10 days of PTO available after 6 months (may alter slightly based on client policies)


For many U.S. and Canadian companies, finding and keeping affordable, highly skilled talent remains a challenge. Across Latin America, talented professionals seek stable, innovative projects with industry-leading companies.


At AgilityFeat, we’ve spent over a decade solving this puzzle. We’ve helped countless North American companies scale their teams while opening doors for Latin American professionals to access career-defining opportunities.


We are currently building a nearshore implementation team for a U.S. fintech client specializing in the private funds industry. The team will work in close partnership with the company's U.S.-based implementation team. Superior English and communication skills are required. 


Our Ideal Candidate

You've built 5+ years of finance or accounting operations experience and 3+ years in the private funds industry, and you've become the person a team turns to when something complicated needs to get done right. You think in terms of the whole implementation, not just your piece of it, and you're comfortable being the one held accountable for it. You enjoy mentoring people earlier in their careers, and you're motivated by building something (a team, a process) that gets stronger as it scales, not just by finishing your own tasks.


Key Responsibilities

  • Own Full Implementations: Do the direct work of configuring, testing, and validating client fund structures and calculations, working closely with the U.S.-based team to execute against client implementation plans.
  • Act as Escalation Point: Serve as the point of escalation within the nearshore team for financial structures involving multiple entities or non-standard configurations, or other implementation issues.
  • Drive Process Improvement: Help evolve and refine implementation processes as the nearshore team scales, partnering closely with the U.S.-based Implementation, Product, and Engineering teams.
  • Mentor the Team: Mentor Associates and Senior Associates, with a potential path toward people management as the role and team grow.


Technical 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 Skills

  • 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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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