Bridging the gap between investment fund managers and investors. Pinnacle, your trusted partner.
Senior Private Equity Manager
Location
Canada
Posted
135 days ago
Salary
$129K - $149K / year
Seniority
Senior
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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