Bachelor's Degree in Finance, Accounting, or Economics preferred
2+ years of public accounting experience or equivalent
2+ years of VC/PE fund experience or fund administration, or 1 year as a manager at a public accounting firm
Previous experience in Private Equity/VC and knowledge of Partnership Accounting preferred
CPA certification preferred
Proficient in Microsoft Office, especially Excel, Word, and Outlook
Responsibilities
Maintain regular communication with clients to stay updated on fund activities
Manage client expectations effectively
Oversee engagement with a focus on client needs and efficiency
Supervise the audit and tax preparation processes
Review all client and investor communications continuously
Assist in sourcing new clients and developing business proposals
Benefits
Comprehensive medical, dental, and vision coverage
Life insurance and Health Savings Account options
Disability, maternity, and paternity plans
401K retirement plan
Flexible Vacation Plan
Sick Time Accrual Plan
Standard holidays and year-end office closure
Flexible work environment for all employees
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
