PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Alvarez & Marsal Private Equity Performance Improvement Group, LLC in; Boston (MA); Remote; USD 125,000 - 190,000; Full time

Job summary

An established industry player is seeking a Manager for their Private Equity Fund Management Solutions team. This role involves optimizing operations for private equity firms, enhancing efficiency, and reducing risk. You will lead data analysis, project management, and provide strategic insights to clients. Ideal candidates will have a strong background in finance or accounting, with 7-10 years of relevant experience. Join a dynamic team that values innovation and collaboration, and enjoy a competitive salary along with comprehensive benefits including healthcare and a 401(k) plan.

Benefits

Healthcare Plans

401(k) Retirement Plan

Paid Time Off

Flexible Spending Accounts

Parental Leave

Qualifications

• 7-10 years of experience in Accounting, Finance, or Private Equity.
• Strong understanding of financial processes and modeling.

Responsibilities

• Guide team in data collection and analysis for client projects.
• Manage project timelines and deliverables effectively.
• Lead client interactions and identify business challenges.

Skills

Data Analysis

Project Management

Financial Modeling

Accounting Knowledge

Leadership

Education

Bachelor's Degree in Accounting, Finance, or Economics

CPA or CFA

Master's Degree

Job description

Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS) (Finance)

PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS) (Finance)

Description

OVERVIEW:

A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk around the non-investing aspects of business performance, and to provide benefits through hands-on involvement in our clients' operations. Our job is to support PE firms to enhance and optimize how their operations function.

CFO Services Provides the following pillar of services:

• Strategic Analytics & Planning
• Performance Measurement & Management (Funds & Management Company)
• Business Transformation
• Investor Reporting
• Valuation
• Treasury Functions
• Operational Review and Improvement (e.g., HR, Administration, Technology & Insurance)

PROFESSIONAL EXPECTATIONS:

Data Collection, Validation and Analysis

• Guide team members in information gathering approach and ensure all relevant sources of information are pursued
• Guide and lead client interviews, ask inquisitive questions and understand different stakeholders' perspective
• Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
• Identify key business challenges, pinpoint financial/accounting/operations process inefficiencies, and assess the organization's design, roles and team
• Ensure issues and opportunities are clearly and concisely presented
• Understanding accounting and finance process flows and how information is consolidated into the general ledger to ensure improvement and value creation

Project Management and Implementation

• Ability to own and complete a workstream based on the pillars of services Fund Management Solutions provides
• Ensure that project approach, timeline and deliverables are logical, reasonable, and accurate
• Set and communicate client's expectation consistently
• Employ actionable plans (e.g., create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency in processes and organizations)
• Identify risks and obstacles early on, create contingency plans and communicating timely with client
• Ability to identify where the pillars of services Fund Management Solutions provides are not functioning

Leadership

• Leverage previous experience to guide and promote team to think innovatively
• Recognize the current skill set of team members and maximize their level of contribution
• Share knowledge and experience, provide coaching to teammates

Financial Acumen

• Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
• Ability to provide valuable insight and improvement initiatives to senior management and board members

ACCREDITION/EXPERIENCE:

• 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred
• Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
• CPA, CFA, or Master's Degree Preferred but not Required

The salary range is $125,000-$190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.