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About the Role
The Engagement Manager will manage and lead client engagements, supervising fund accounting, capital account maintenance, and financial statement preparation. This role involves maintaining client contact, managing expectations, and overseeing audit and tax processes.
Responsibilities
- Maintain frequent client contact to keep abreast of ongoing fund activities
- Manage client expectations
- Manage engagement keeping in mind client needs, staff utilization and overall engagement efficiency
- Supervise the audit and tax preparation process
- Review all communications to the client and its investors on an ongoing basis
- Assist with sourcing new clients, issuing proposals and overall business development
- Mentor and train junior staff members
Requirements
- Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
- 2+ years of public accounting experience or equivalent
- 2+ years of VC/PE fund experience or fund administrator – OR – minimum 1 year as manager at a public accounting firm
- Previous Private Equity/VC experience and knowledge of Partnership Accounting, preferred
- CPA preferred
- Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
- Familiarity with QuickBooks preferred
Skills
- Microsoft Office applications
- Excel
- Word
- Outlook
- QuickBooks
Experience Level
- 2+ years of public accounting experience
- 2+ years of VC/PE fund experience or fund administrator
- minimum 1 year as manager at a public accounting firm
Education Level
- Bachelor's Degree
Salary/Compensations
- $120,000 - $150,000 annually
About the Company
- Provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐Funds.
- For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.
- For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.