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Aztec Group · 1 day ago

Associate Director, Private Equity Fund Accounting

Radnor, PA

Full-time

Onsite

Lead/Staff

Aztec Group is an ambitious company committed to building long-term partnerships with clients and delivering operational excellence. The Associate Director will lead the Private Equity fund services customer proposition, manage client relationships, and drive strategic growth initiatives.

Angel InvestmentFinanceFinancial ServicesFunding PlatformVenture Capital

Responsibilities

Develop, direct, and monitor the implementation of strategic business plans and recommendations to enhance financial performance and new business opportunities for the team and the wider business, ensuring such growth is managed and sustained

Work closely with the Business Development team to develop a network of meaningful contacts, including prospects and influencers in order to grow Aztec’s Private Equity fund services business

Work closely with support teams to ensure systems and operations are developed to support the Private Equity fund services strategy, enabling tactical and strategic change initiatives and acting as an active sponsor or business lead, as necessary, and deploying resources on key initiatives to ensure success

Maintain and build client relationships and act as a higher authority client contact on day to day queries and in the event of any issues within the client teams

Act as A/B level authorised signatory on service delivery, ensuring company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts

Take full ownership of the economics and performance of the team(s) ensuring that resource allocation, succession planning and business performance are aligned to achieve commercially viable results

Participate in client fee quotes, negotiations and regular reviews of existing client relationships to ensure client satisfaction, proactively identifying and securing new service opportunities and taking appropriate action for any substandard service provision

Delivering through the team managers in ensuring that the requirements for a team/number of teams ensuring reporting deadlines are met, with oversight on planning, scheduling, and monitoring of workloads

Lead and/or participate in new client proposals and pitches as necessary, and manage the integration of new clients into the Group’s procedures

Lead or assist in the on-going development of systems and procedures to ensure the efficient, effective and controlled delivery of client services

Ensure appropriate information and best practice is shared between designated client services teams

As part of the Group leadership team, contribute towards the business as a whole, for instance, identifying improvements in policies and procedures that apply across the business either through normal course of business or as a member of committees constituted to continually drive forward and successfully commercialise the Aztec offering

Actively manage the performance management and development of all direct reports as well as providing oversight in an operational lead capacity to non-direct reports

Qualification

Private Equity fund servicesClient relationship managementTeam leadershipBudget managementStrategic planningEntrepreneurial spiritInterpersonal skillsProblem solvingCritical thinkingCollaboration