Senior Manager, Closely Held
Core
Lead complex engagements for operating companies, holding companies, and private investments held within fiduciary structures, ensuring adherence to regulatory and fiduciary standards while managing a portfolio of moderate- to high-complexity, nonmarketable assets.
Role type
Senior Manager, Closely Held Assets
Builds
Strategic management and valuation of private business investments (partnerships, LLCs, corporations) for fiduciary clients
Domain
Banking / Wealth Management / Private Equity
Required skills
Financial analysis & valuation, Portfolio & investment management, Client relationship management, Decision making & judgment, Organization & time management
Preferred skills
Leadership & influence, Analytical problem solving, Research & due diligence
Technologies
N/A
Responsibilities
Manage portfolio of private business investments and determine valuations, Analyze financial statements and corporate structures to assess risk, Evaluate and execute corporate actions and transactions, Communicate with clients and advisors on investment performance, Partner with risk and legal teams to ensure fiduciary compliance, Mentor junior team members
Seniority
Senior, hands-on IC with team development responsibilities