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Josh Will

Josh Will is Senior Vice President of Legal Entity Accounting at Aquila Opportunistic Ventures, Inc. He is highly skilled in using SS&C Advent Geneva World Investor to provide comprehensive legal entity accounting and investor servicing. Josh trains and manages teams to accurately allocate profits, losses, management fees, and tax impacts across complex investment deal structures, including those with high trade volumes and numerous legal entities.

With over 20 years of experience in financial analysis, fund accounting, and management, Josh has built particular expertise in guiding and training teams to maximize the use of platforms like SS&C Advent Geneva World Investor for legal entity accounting.

Prior to joining AOV, Josh managed the Legal Entity Accounting Group at Oaktree Capital Management. He previously oversaw multiple processes within the Mutual Fund Accounting department at Waddell & Reed Financial, Inc., and earlier held a role in Insurance Accounting at State Street Bank & Trust.

Josh holds a B.S. in Business Administration from Kansas State University and an MBA, graduating summa cum laude, from Baker University.

Contact

913.314.4670

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