Engagement Manager

Standish Management

United States

Remote

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
Life insurance
HSA (Health Savings Account)
FSA (Flexible Spending Account)
401K
Flexible vacation
Sick time accrual
Holidays & office closure
Flexible work environment

Job summary

Standish Management is seeking an Engagement Manager to lead client engagements in private equity fund administration. You will supervise fund accounting and financial statement preparation, collaborating with the Engagement Director to ensure high-quality service for Managers and General Partners.

You will maintain client communications, manage expectations, supervise audit/tax processes, and contribute to business development while mentoring junior staff.

Qualifications

  • Bachelor's degree in Finance, Accounting or Economics; CPA 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
  • Prior Private Equity/VC experience and knowledge of Partnership Accounting preferred
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks preferred

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

Skills

Public accounting experience
Fund accounting knowledge
Mentoring staff
Client communication
MS Office proficiency
QuickBooks familiarity

Education

Bachelor's degree in Finance/Accounting/Economics
CPA preferred

Tools

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
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees.

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

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