Fund Accountant Green Card Jobs
Fund Accountant roles at U.S. asset managers, hedge funds, and private equity firms qualify for EB-2 and EB-3 green card sponsorship through PERM labor certification. Employers file on your behalf, covering NAV calculations, financial reporting, and portfolio accounting functions that meet DOL specialty occupation standards. Finding firms with active sponsorship history shortens your path to permanent residency.
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Get Access To All JobsRequisition ID
93871
Department
Apogem Capital
Job Function
Apogem Capital
Location
New York, New York, United States
Role Location Designation
Hybrid - 4 days per week
Company name: Apogem Capital
Alternate locations: Chicago, IL (Illinois)
About Apogem Capital
Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.
Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.
We are seeking a finance professional to join our general partner accounting group / compensation planning and analysis team as a Senior Associate / Assistant Vice President in NY. You will work closely with a team of three others while reporting to a key contributor with extensive experience in technology and fund administration solutions. The role focuses on managing employee co-investment partnerships and carried interest structures, in concert with our 3rd party administrators, Apogem fund administrators, and technology team. This is onsite role offering a dynamic blend of strategic oversight of fund administrators and hands-on execution with high visibility to senior management and investment professionals. Apogem has several US offices and travel to another office may be needed periodically (up to four times a year).
What You'll Do:
- Primary accounting operations lead on a portfolio of GP entities related to employee co-investments and incentive fee programs with a focus on exceptional client experience
- Collaborate with a small, agile team to ensure accuracy and compliance with capital activity, capital statements, tax reporting, and investment reporting
- Utilize Apogem’s technology stack of applications: FIS (DX and Private Capital Suite Live), Anduin, Snowflake, Deal Cloud, and iLevel. Incorporate advanced Excel and Access techniques to manage and streamline reporting and drive process improvements
- Partner with internal stakeholders to support investment structuring and performance tracking
- Contribute to Apogem’s culture and building on our collaborative environment
What You'll Bring:
- Bachelor’s degree required; an advanced certification or degree a plus (e.g., CPA)
- Two to five years of fund accounting experience within private equity on general partnership accounting
- Experience with FIS suite (PCS Live, Query Manager, and DX) and Excel, including macros and automation tools
- Working with or for a 3rd party fund administrator
- Strong analytical mindset and attention to detail; excellent communication and leadership skills
Preferred:
- CPA with experience with data migration and data integration projects
- Familiarity with AI tools: ChatGPT and Co-Pilot
- Familiarity with Anduin, Deal Cloud, iLevel, SharePoint, and Snowflake
LI-AM1
Pay Transparency
Salary range: $105,000 - $125,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
All Candidates Please Click Here
Job Requisition ID: 93871
Requisition ID
93871
Department
Apogem Capital
Job Function
Apogem Capital
Location
New York, New York, United States
Role Location Designation
Hybrid - 4 days per week
Company name: Apogem Capital
Alternate locations: Chicago, IL (Illinois)
About Apogem Capital
Apogem is a leading private markets solutions provider with decades of experience focused on the middle market. With approximately $44 billion in assets under management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.
Apogem Capital operates within the New York Life Investment Management platform of companies, supported by the financial strength and long-term stability of a Fortune 100 mutual organization.
We are seeking a finance professional to join our general partner accounting group / compensation planning and analysis team as a Senior Associate / Assistant Vice President in NY. You will work closely with a team of three others while reporting to a key contributor with extensive experience in technology and fund administration solutions. The role focuses on managing employee co-investment partnerships and carried interest structures, in concert with our 3rd party administrators, Apogem fund administrators, and technology team. This is onsite role offering a dynamic blend of strategic oversight of fund administrators and hands-on execution with high visibility to senior management and investment professionals. Apogem has several US offices and travel to another office may be needed periodically (up to four times a year).
What You'll Do:
- Primary accounting operations lead on a portfolio of GP entities related to employee co-investments and incentive fee programs with a focus on exceptional client experience
- Collaborate with a small, agile team to ensure accuracy and compliance with capital activity, capital statements, tax reporting, and investment reporting
- Utilize Apogem’s technology stack of applications: FIS (DX and Private Capital Suite Live), Anduin, Snowflake, Deal Cloud, and iLevel. Incorporate advanced Excel and Access techniques to manage and streamline reporting and drive process improvements
- Partner with internal stakeholders to support investment structuring and performance tracking
- Contribute to Apogem’s culture and building on our collaborative environment
What You'll Bring:
- Bachelor’s degree required; an advanced certification or degree a plus (e.g., CPA)
- Two to five years of fund accounting experience within private equity on general partnership accounting
- Experience with FIS suite (PCS Live, Query Manager, and DX) and Excel, including macros and automation tools
- Working with or for a 3rd party fund administrator
- Strong analytical mindset and attention to detail; excellent communication and leadership skills
Preferred:
- CPA with experience with data migration and data integration projects
- Familiarity with AI tools: ChatGPT and Co-Pilot
- Familiarity with Anduin, Deal Cloud, iLevel, SharePoint, and Snowflake
LI-AM1
Pay Transparency
Salary range: $105,000 - $125,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
All Candidates Please Click Here
Job Requisition ID: 93871
See all 266+ Fund Accountant jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Fund Accountant
Document your CPA and accounting credentials early
PERM labor certification requires your employer to verify your qualifications match the role. Gather degree transcripts, CPA licensure, and any CGFNS-equivalent credential evaluations before your job search so employers can confirm EB-2 or EB-3 eligibility without delays.
Target fund administrators with PERM filing history
Not all fund accounting employers sponsor green cards. Focus on established fund administrators, custodian banks, and registered investment advisers that have sponsored foreign workers under EB-3 before. DOL PERM disclosure data shows which employers have filed for this exact occupation.
Search green card sponsorship jobs on Migrate Mate
Use Migrate Mate to filter Fund Accountant roles by employers with verified green card sponsorship history. That saves you from applying to firms that support H-1B transfers but have never run a PERM labor certification for a fund accounting position.
Verify the prevailing wage tier before negotiating
PERM requires your offered salary to meet the DOL prevailing wage for your location and experience level. Look up the current wage for Fund Accountant roles using the OFLC Wage Search before your offer stage so you can negotiate knowing what the minimum DOL-certified figure will be.
Clarify whether EB-2 or EB-3 applies to your offer
If your employer's job description requires a bachelor's degree and two years of experience, that typically aligns with EB-3. A master's degree or CFA designation may support an EB-2 filing. Get written confirmation of the category before PERM is filed, as switching later restarts the priority date clock.
Ask employers about concurrent I-140 and I-485 filing
Once PERM is certified, USCIS allows concurrent filing of the I-140 immigrant petition and I-485 adjustment of status application when a visa number is immediately available. For nationals of most countries outside India and China, EB-3 fund accounting roles often qualify for this faster path.
Fund Accountant jobs are hiring across the US. Find yours.
Find Fund Accountant JobsFund Accountant Green Card Sponsorship: Frequently Asked Questions
Do Fund Accountant roles qualify for EB-2 or EB-3 green card sponsorship?
Fund Accountant positions typically qualify under EB-3 as skilled worker roles requiring a bachelor's degree in accounting, finance, or a related field. If the role requires an advanced degree or you hold a master's degree and the job description reflects that, your employer may pursue EB-2 instead. The O*NET profile for this occupation supports specialty occupation classification under either category.
How does green card sponsorship differ from H-1B for Fund Accountant roles?
H-1B status is temporary, capped at 65,000 annually, and subject to the lottery. PERM-based green card sponsorship leads to permanent residency with no annual cap at the EB-3 level for most nationalities outside India and China. The PERM process takes longer upfront, typically one to three years from filing to approval, but the outcome is a path to lawful permanent residence rather than a renewable work visa.
What does the PERM labor certification process require from a fund accounting employer?
Your employer must conduct a DOL-supervised recruitment process to demonstrate no qualified U.S. workers are available for the Fund Accountant role. That includes posting the position, reviewing applications, and documenting outcomes. DOL then reviews the filing and, if approved, certifies PERM. Your employer files I-140 next, establishing your priority date for permanent residency.
How do I find Fund Accountant jobs that offer green card sponsorship?
Most job postings don't specify PERM sponsorship directly. Use Migrate Mate to search Fund Accountant roles filtered by employers with verified green card sponsorship history. That filters out firms that only transfer H-1B status and surfaces asset managers, fund administrators, and custodian banks that have run PERM filings for accounting roles.
Can I switch employers during the green card process for a Fund Accountant role?
Changing employers before your I-140 is approved generally restarts the PERM process from the beginning, including losing your priority date. Once your I-140 has been approved for 180 days and your I-485 is pending, USCIS allows portability to a same or similar occupation under AC21, which fund accounting roles often satisfy given overlapping SOC codes with related accounting positions.
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