Job description

Reporting directly to the AVP of Private Equity, the Senior Manager is responsible for leading a team of managers across Pinnacle Canada and Pinnacle Europe. In this role, you will partner closely with Managers to ensure teams consistently deliver high-quality service to Pinnacle's clients, including fund accounting, financial reporting, and monthly net asset valuations of fund portfolios. The Senior Manager also plays a key role in overseeing and coordinating strategic and operational initiatives while collaborating with both internal and external stakeholders.

We are looking for proactive team players with a strong work ethic to join our growing entrepreneurial company. Candidates with prior experience in Fund Administration or the fund industry will find this role particularly appealing as it presents an opportunity for development and career advancement with Fund Administration. This position offers an exciting pathway for professional development.

Responsibilities

Client Relationship Management

• 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

Operational Management

• 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

Team Leadership

• 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

Desired skills and experience

• 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

Why Pinnacle Fund Services?

At Pinnacle Fund Services, we're committed to providing our employees with a comprehensive benefits package that supports their health, well-being, and professional growth. Here are some of the perks and benefits that set us apart:

• 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