Northbank Capital Management

Northbank Capital Management, LLC 

Job Posting December 2021 

Company Information 

RIA (the “Company” or “Firm”) with over $100 million of assets under management and a new fund launch in 1st quarter 2022. The Company is headquartered in Ketchum, Idaho, however, the working location is flexible depending on the qualifications of the candidate.   

 

Position 

Title: Director of Finance and Operations 

Reports to: Chief Investment Officer 

Office Location: Ketchum, Idaho with remote working options 

 

Position Summary 

The Director of Finance and Operations (the “Director”) will oversee the Firm’s operating verticals including management company books and records, fund operations, legal and regulatory compliance, information technology, human resources, financial reporting, and client reporting. The Director will be a key member of the Firm’s leadership team and contribute to the implementation of its strategic plan. The Director will take a leadership role in building, implementing, and overseeing the firm’s systems, processes, workflows, and professional service providers. 

 

Qualifications 

  • Bachelor’s degree required; MBA or MS preferred 

  • CPA or CFA preferred 

  • Entrepreneurial spirit is required 

  • 7-10 years of experience in the financial services sector, preferably in a similar role with a registered investment advisor 

  • Strong partnership accounting and taxation knowledge 

  • Strong management skills to oversee multiple operating verticals 

  • Strong communication skills and comfortable presenting materials to clients and general audiences 

  • Strong financial and performance reporting skills  

  • General understanding of RIA regulatory compliance matters and willingness to learn more 

  • Experience implementing business systems  

  • Manage professional service provider relationships, assess service quality, and negotiate vendor agreements 

  • Maintains a peer network for exchanging best practices and sourcing systems to scale the operating infrastructure 

  • Advanced proficiency with general business tools such as Microsoft Excel, Word, Powerpoint 

  • Programming experience and ability to manage and analyze large data sets  

Compensation is commensurate with experience and benefits package is TBD. 

Please send all resumes including a cover letter to info@workspin.io with the subject heading “Resume”