Senior Finance Manager – $130k – $140k base with bonus
A leading international investment management firm is seeking a Finance Manager to join their investment team. This person will be placed in a leadership role across a number of responsibilities including managing the accounting and operations of various investment partnerships, leading non-accounting functional areas and processes, and participating in team planning and development. This position will pay up to $140k base salary plus a bonus, a very generous benefits package, and a great work/life balance with a hybrid schedule.
Responsibilities include but are not limited to:
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Oversight and review of partnerships’ annual tax books including consultation with internal and external tax advisors
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Oversight and review of the operations and administrative activity of the partnerships, including cash management, capital calls, cash and stock distributions, quarterly custody procedures, monthly cash reconciliations, compliance reporting, tax withholding analysis and valuations
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Perform or oversee the analysis and documentation of various partnership level and portfolio activity such as sale transactions, new investments, partner allocations and deal structures
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Interaction with investors and certain internal departments within the context of the co-invest program, including onboarding investors, addressing policy matters, overseeing investor reporting, and responding to ad-hoc inquiries
Qualifications:
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Bachelor’s Degree in Accounting or Finance
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CPA and/or Master’s Degree preferred
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7-10 years accounting experience in the financial service industry with a solid understanding of investments and partnerships
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Excellent project management and organizational skills; ability to effectively prioritize multiple projects with high attention to detail
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Creative problem solving ability and sound judgment – ability to use own initiative and take responsibility for decisions
If you’re interested in learning more about this opportunity, please submit your resume directly to Tim Fitzgerald at tfitzgerald@daleyaa.com.
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