Private Equity Account Manager

Private Equity Account Manager

Posted By
  • Investor Relations
  • New Jersey

Private Equity Account Manager


Company Info: Leading fund administrator based in New Jersey


  • Interact with senior management and manage overall client relationships
  • Provide technical accounting/industry knowledge to clients
  • Work alongside our integration team to establish plan for new client setup and transitions
  • Coordinate with Operations group, Financial Statement group, Tax group, and Investor Relations group
  • Maintain a pro-active customer focus at all times
  • Enhance current servicing levels and deliver beyond client expectations
  • Develop & implement best practice standards and drive towards efficiencies
  • Establish & document business contingency plans for all areas of responsibility
  • Participate in and lead projects that may be defined from time to time in connection with the continuing expansion and evolution of the business
  • Visit clients on periodic basis to evaluate service quality and identify client priorities
  • Assist in the resolution of complex client issues
  • Participate and ultimately lead client pitches alongside the business development team



  • 12 to 15 years private equity experience working at a fund administrator or private equity fund
  • Strong leadership skills and supervisory experience of other professionals
  • Skills in negotiation, business planning and budgeting, margin analysis, rating agency relations and technical accounting.
  • Familiarity with Investran
  • Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of accounting
  • Experience in reviewing and preparing general ledgers and financial statements
  • Project management skills with attention to detail and proven ability to multi-task.
  • Strong written and verbal communication skills.
  • Advanced computer skills (Microsoft Excel).
  • CPA designation a plus
  • Bachelor’s Degree in Accounting or related field.
  • CPA designation a plus



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