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Ultimus LeverPoint Private Fund Solutions · 2 days ago

Managing Director

United States

Full-time

Onsite

Director/Executive

15+ years exp

Ultimus LeverPoint Private Fund Solutions is seeking a Managing Director for Fund Accounting to oversee multiple fund accounting teams. This role requires strong leadership and technical guidance, along with the responsibility for client relationship management and financial oversight.

Accounting

Responsibilities

Proven ability to develop strong relationships on a global level (i.e. Executive, HR, Recruitment and Finance)

Strong leadership skills over fund team operations, ensuring the work quality and overall client satisfaction is high

Oversight in company-wide technical training initiatives and a demonstrated ability fund accounting concepts at a high-level required

Partner with Business Development on additional work for existing contracts or on new pricing contracts and proactively provide suggestions on client pricing when applicable

Advise on high-level fund accounting concepts (i.e., complex waterfall structures)

Ability to multi-task between different tasks and internal demands throughout the day

Responsible for identifying and implementing “Best Practices” across the operations team

Act as subject matter experts on prospective client calls, partnering with our Business Development Team

Drive implementation of new policies, procedures, technology and overall initiatives

Builds and maintains strong relationships with Private Fund clients, ensuring prominent levels of satisfaction and retention

Develops and implements strategies to enhance client engagement and organic growth

Executive coverage of the largest, most important, and/or most complex clients, prospects, territories, accounts, or internal relationships

Perform regular client check-ins to ensure high client satisfaction and upsell clients

Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions

Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues

Establishes team and individual goals for department

Fosters performance of associates and the processes used by them; holds the associates accountable for their work

Provide supervision, guidance and coaching to SVPs, VPs and the broader teams as needed

Monitors financial performance and implements strategies to achieve revenue and profitability targets

Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintain personal networks; participate in professional development opportunities and

Demonstrate mastery of technical skillset including use of Excel and other software utilized by the Fund Team

Demonstrate mastery of subject matter when advising Senior Management or clients on questions or concerns

Demonstrated ability to handle more complicated employee relations issues pertaining to compensation, performance management, attrition, retention, etc

Ability to address more complicated client issues or concerns and escalate to the COO as necessary

Consistent resource for Senior Management with regard to technical questions or questions pertaining to team processes and procedures (i.e., “Best Practices”)

Provide daily leadership across operational teams and the overall organization

Additional duties as assigned by the Executive Team

Qualification

PE AccountingPerformance ManagementCertified Public AccountantLeadershipMicrosoft Office SuiteInvestranMultitaskingPlanningTime ManagementAttention to DetailProblem-SolvingCommunication Skills

Required

15 + years' (relevant) experience in PE Accounting or related field

10 + years' supervisory experience in the following: performance management (including coaching, progressive discipline, performance review delivery etc.), training, talent acquisition and retention

Minimum of a Bachelor's Degree in Accounting or related field

Experience in forecasting and budgeting during an accelerated growth period

Proficient in Microsoft Office Suite

Ability to multitask, time management, attention to detail, planning and problem-solving skills required

Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients

Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines

Regularly required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job

While performing the duties of this job, the employee is regularly required to sit and stand

The employee must occasionally lift and/or move up to 10lbs

Specific vision abilities are required within this position

Occasional travel (approximately 20% or less) may be required in this position

Reasonable accommodations may be made to enable employees to perform the essential functions