Pinnacle Fund Services logo
Pinnacle Fund Services

Bridging the gap between investment fund managers and investors. Pinnacle, your trusted partner.

Senior Private Equity Manager

ManagerManagerFull TimeRemoteSeniorTeam 51-200Since 2011H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

135 days ago

Salary

$129K - $149K / year

Seniority

Senior

Professional Certificate5 yrs expEnglish

Job Description

Senior Private Equity Manager

Pinnacle Fund Services

• Serve as the principal Client Relationship Manager for clients, ensuring client are met and satisfaction is maintained • Lead client and fund onboarding efforts, managing resources and deadlines for smooth integration • Facilitate check-ins with clients, promote relevant services, and respond promptly to client requests • Analyze client and operational metrics, recommending improvements to enhance service delivery • Conduct thorough reviews of financial reporting packages and statements to ensure compliance with accounting standards • Oversee teams to ensure Pinnacle standards for accuracy, efficiency, and timely financial reporting are consistently met • Lead or contribute to strategic projects aligned with company growth • Monitor financial metrics such as budget versus actuals to ensure effective resource allocation and operational efficiency • Plan team resources and workload allocations in line with business demands, proactively developing skills and infrastructure for high performance • Provide coaching, training, and feedback to support employee growth and engagement • Work with teams to set performance goals, conduct quarterly and annual performance appraisals in line with Pinnacle’s performance management process • Participate in recruitment and talent development initiatives to build effective teams

Job Requirements

  • Prior experience in the fund industry of at least 5 years is required
  • Prior experience in a managing role of at least 4 years managing client relationships, deliverables and communication
  • In-depth knowledge of closed ended funds required
  • Accounting designation required
  • Strong knowledge of accounting concepts
  • Strong knowledge of Microsoft Excel
  • Solid interpersonal and communication skills
  • Strong organizational skills
  • Ability to handle multiple demands, competing priorities, and constant change
  • Ability to allocate time effectively and manage tight deadlines
  • Prior experience with PFS-Paxus is desired, but not required

Benefits

  • Extended Health Benefits
  • RRSP Employer Match Program
  • Competitive Compensation
  • Annual discretionary bonus
  • Educational Support
  • Work-Life Balance
  • Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate & socialize)
  • Exposure to all aspects of the business

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