Engagement Manager - Credit

Standish Management, LLC; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401K

Flexible vacation plan

Life insurance

HSA/FSA options

Job summary

Standish Management, LLC provides specialized fund administration services for private equity managers and GPs, including launch acceleration and scalable administration tools. The role focuses on client relationship management, engagement leadership, and supervising audits and tax prep.

Responsibilities include maintaining client contact, managing expectations, guiding engagements, and mentoring junior staff while supporting business development and proposals for new clients.

Qualifications

• Bachelor's degree in Finance/Accounting/Economics.
• 2+ years of public accounting experience or equivalent.
• 2+ years of VC/PE fund experience or fund administrator experience.
• CPA preferred.
• Proficiency in Microsoft Office applications, especially Excel, Word & Outlook.

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

VC/PE fund experience

CPA preferred

Education

Bachelor's Degree

Tools

Microsoft Office

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

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

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: $120,000 - $150,000 annually. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications