Engagement Manager

Standish Management

$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, or Economics preferred
  • 2+ years in public accounting or equivalent experience
  • 2+ years in VC/PE fund experience or fund administration, or 1 year as a manager in public accounting
  • Knowledge of Partnership Accounting preferred
  • CPA designation preferred
  • Proficient in Microsoft Office, especially Excel, Word & Outlook
  • Familiarity with QuickBooks preferred

Responsibilities

  • Maintain frequent client contact to track ongoing fund activities
  • Manage client expectations effectively
  • Oversee engagement efficiency and staff utilization
  • Supervise the audit and tax preparation processes
  • Review all client communications ongoing
  • Assist in sourcing new clients and issuing proposals
  • Mentor and train junior staff members

Benefits

  • Professional development opportunities through mentorship
  • Collaborative environment with experienced colleagues
  • Exposure to diverse client engagements in the finance sector
  • Opportunities for involvement in business development activities
Full Job Description
Job Description:

The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.

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
• Familiarity with QuickBooks preferred

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

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