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The Accounting & Operations Associate role at Wisdomtree is an on-site position located in South Bend, IN.

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Accounting & Operations Associate

WisdomtreeSouth Bend, IN2w ago

Ceres Partners is seeking an Accounting & Operations Associate to join our South Bend team. This role will primarily support core accounting functions and financial reporting, while also providing administrative support. The ideal candidate will have accounting experience, is highly organized, and is comfortable contributing across both financial and operational areas of the business.

Accounting & Finance (Primary Focus):

Perform general accounting functions, including journal entries, account reconciliations, and month-end and quarter-end close activities.

Manage and close the daily ledger for a real estate investment fund, ensuring accuracy and timeliness of all investment and operational transactions.

Assist with financial reporting, including preparation of internal management reports and support for external audits and tax-related requests.

Ensure compliance with applicable accounting standards (GAAP), internal controls, and company policies.

Support process improvements, system enhancements, and automation initiatives related to accounting and reporting.

Operations & Administrative Support (Secondary Focus):

Maintain organized records for properties, leases, and capital expenditures.

Assist with ordering and organizing property appraisals.

Assist with closings, title work, and regulatory filings.

Provide ad hoc operational or administrative support as business needs arise.

Qualifications:

3+ years of relevant experience in accounting, finance, operations, or a related field in the real estate industry.

Bachelor’s degree in accounting, Finance, Business Administration, or a related discipline.

Strong understanding of GAAP and core accounting principles.

Proficiency with Excel and accounting or ERP systems

Excellent organizational and time-management skills with strong attention to detail.

Ability to manage multiple priorities while meeting deadlines.

Preferred/ Nice to Have:

CPA preferred but not required; candidates actively pursuing certification are encouraged to apply.

Experience with real estate or investment accounting is a plus.

Benefits for this Role:

WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:

· medical, dental and vision coverage with multiple plan options;

· health savings and flexible spending accounts;

· employer-paid life, disability and business travel insurance;

· 401(k) plan with company match;

· flexible paid time off;

· educational reimbursement programs;

· wellness and fitness activities;

· paid parental leave; and

· volunteer time off

All such benefits are subject to the terms and conditions of WisdomTree’s benefits plans and policies.

Work Smart:

Ceres Partners and WisdomTree believe in a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement.

Mission, Vision & Values:

Ceres Partners and WisdomTree are committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. Employees strive for excellence and innovation, work with transparency and Accountability and support each other as a global team. We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment.

About WisdomTree

WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, and blockchain-native digital wallet, WisdomTree Prime®*, and have expanded into private markets through the acquisition of Ceres Partners’ U.S. farmland platform.

* The WisdomTree Connect institutional platform and WisdomTree Prime digital wallet and digital asset services are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit https://wisdomtreeconnect.com, https://www.wisdomtreeprime.com or the WisdomTree Prime mobile app for more information.

Learn more at www.wisdomtree.com

Ceres Partners and WisdomTree are proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.

Accounting & Operations Associate

Accounting & Finance (Primary Focus):

Operations & Administrative Support (Secondary Focus):

Qualifications:

Preferred/ Nice to Have:

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