Senior Manager, Private Equity
Core
Lead and manage client service teams for private equity fund administration, ensuring workflow consistency, compliance, and high performance across multiple locations.
Role type
Senior Manager, Private Equity Fund Administration
Builds
Client service teams and financial workpaper packages for private equity funds
Domain
Financial Services / Private Equity Fund Administration
Required skills
Private equity fund accounting, team leadership, financial statement review, project management, client relationship management, process improvement, regulatory compliance knowledge, performance evaluation, workload management, change management
Preferred skills
Fund of funds experience, advanced degree, CPA certification
Technologies
Accounting software, financial reporting tools
Responsibilities
Direct overall management of assigned client service teams, develop full project plans and manage client team workloads, evaluate performance of individual team members, review and approve quarterly and annual financial workpaper packages, perform detailed and high-level reviews of financial statements, review investment related legal documents and waterfall calculations, serve as a primary client-facing representative, identify inefficiencies and provide recommendations for process or technology changes
Seniority
Senior, hands-on IC with management responsibilities