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Engagement Manager

Standish Management
Posted 9 days ago, valid for 19 days
Location

San Francisco, CA, US

Salary

$95,000 - $145,000 per year

Contract type

Full Time

Life Insurance
Flexible Spending Account

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Sonic Summary

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  • Standish is seeking an Engagement Manager to oversee client engagements for specialized fund administration services in private equity.
  • The role requires a Bachelor's Degree and a minimum of 2 years of public accounting experience or equivalent, along with 2 years in VC/PE fund experience or fund administration.
  • Compensation ranges from $95,000 to $120,000 in Denver and $125,000 to $145,000 in San Francisco, depending on skills and experience.
  • Key responsibilities include managing client expectations, supervising fund accounting, and assisting with business development.
  • Candidates should have proficiency in Microsoft Office, with CPA and familiarity with QuickBooks preferred.

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently. 

 
 

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

Benefits Include: 

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • We provide a flexible work environment for all employees. 

Compensation Ranges Annually (varies by city):

  • Denver: $95,000 - $120,000
  • San Francisco: $125,000 - $145,000

*Actual compensation will be dependent upon the individual's skills, experience and qualifications.

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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

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