Controller

About TriEdge Investments

TriEdge Investments is a family office and technology company based in New York. We make concentrated investments in a few companies. We also incubate technology companies to solve the problems our investment team observes in our portfolio companies. In this sense, we've proven it's a true industry problem. We only focus on select healthcare verticals. Our mission is to improve patient outcomes and reduce the complexity of healthcare through better investing and technology. To do this, we find and foster extraordinary people who can think hyper-rationally yet with creativity. Our talent philosophy is that to do something different, you must be different. We enjoy working with people who think so too.

What We're Really Looking For

We're looking for someone with experience at a family office or investment firm that deals with technology investments. The Controller will play a critical role in managing day-to-day financial operations, providing clear visibility into cash flows and portfolio performance, and supporting strategic decision-making across investments and new ventures. This person must be dynamic, capable of working in an entrepreneurial environment, and proactive in providing financial insights and operational solutions.

Key Responsibilities

• Build and maintain detailed inflows/outflows reports with clear visualizations for internal stakeholders.

• Track liquidity needs and ensure optimal cash positioning across accounts and portfolio companies.

• Regularly review and assess investment performance across all asset classes.

• Identify assets that are underperforming or outperforming; prepare recommendations on potential buy/sell/hold actions.

• Prepare monthly financial statements for multiple early-stage incubations and operating companies.

• Consolidate reporting across entities to ensure a holistic view of financial health.

• Oversee payment processing and vendor billing across the family office and portfolio companies.

• Implement efficient AP systems and maintain strong vendor relationships.

• Assist with audit preparations, tax filings, and compliance requirements as needed.

Who You Are

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.

• 3–7+ years of relevant experience, preferably including experience at a family office, investment firm, or tech-focused environment.

• Strong understanding of investment management, financial analysis, and reporting.

• Proficiency in accounting systems (e.g., QuickBooks, NetSuite) and financial visualization tools (e.g., Tableau, Power BI, Excel).

• Detail-oriented with exceptional analytical and critical-thinking skills.

• Excellent communication skills with the ability to present complex financial information clearly to non-finance stakeholders.

• Comfortable working independently and managing multiple priorities in a fast-paced, dynamic environment.

• Experience managing financial operations across multiple entities and investment vehicles.

• Familiarity with venture capital deal structures, cap tables, and private equity reporting.

Location

TriEdge is an in-person team with offices in Hudson Yards, New York. This role is expected to be in office Monday - Thursday, working remotely on Fridays.  Some infrequent travel may be required. 

Pay transparency

The annual base salary range for this position is $150,000 – $175,000, which does not include discretionary bonus compensation or our comprehensive benefits package.  Actual compensation offered to the successful candidate may vary from posted hiring range based upon work experience, education, and/or skill level, among other things This role is eligible for an annual performance bonus.

Please note: We are proud to be an equal opportunity employer, and we are committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, sex, age, national origin, citizenship status, disability, marital status, partnership status, sexual orientation, gender identity and expression, military or veteran status, or any other characteristic protected by federal, state or local law.