Engagement Manager

Standish Management; Chicago (IL); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life insurance

Health Savings Account and Flexible Sp

401K after 3 months

Flexible Vacation Plan

Sick Time Accrual

Year-end office closure

Job summary

Standish Management, a provider of specialized fund administration services for private equity funds, seeks an Engagement Manager to lead client engagements. You will work with the Engagement Director to supervise the Fund Controller and Associate on fund accounting, capital accounts, and financial statement prep.

Key duties include maintaining frequent client contact, managing expectations and engagement efficiency, supervising audit and tax processes, reviewing client communications, and

Qualifications

• Bachelor’s degree required in finance, accounting or economics
• CPA preferred
• Minimum 2+ years in public accounting or equivalent
• VC/PE fund experience or fund administrator experience required
• Familiarity with QuickBooks preferred
• Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook

Responsibilities

• Maintain frequent client contact and manage expectations
• Supervise engagements with staff utilization and efficiency
• Oversee audit and tax preparation processes
• Review client communications to investors
• Assist with sourcing new clients, proposals and business development
• Mentor and train junior staff members

Skills

Client management

Staff mentoring

Fund accounting knowledge

Communication with clients

Business development

Education

Bachelor’s Degree in Finance/Accounting/Economics

CPA preferred

Tools

Microsoft Office (Excel, Word, Outlook)

QuickBooks

Job description

We are a 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.

Job Description:

The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.

Essential Functions:

• 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

Minimum 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

Benefits Include:

• Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
• Comprehensive disability/maternity and paternity plans
• 401K eligibility after 3 months
• Flexible Vacation Plan
• Sick Time Accrual Plan
• 8-10 standard holidays along with year-end office closure

Compensation range: $100,000+ annually. Actual compensation within that range will be dependent upon the individual’s skills, experience and qualifications.