Private Equity Senior Manager

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    "description": "<p><span style=\"font-family: arial, helvetica, sans-serif\">Pinnacle Fund Services (“Pinnacle”) is a privately-owned company headquartered in Vancouver that provides high-quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and provides employees with a dynamic workplace and career growth potential. To deliver services to our growing client base, Pinnacle is seeking candidates for a Senior Manager to join our Private Equity Team.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"><span style=\"font-weight: bold\">Job description                </span>      </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Responsibilities</span></p>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Client Relationship Management</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Serve as the principal Client Relationship Manager for clients, ensuring client are met and satisfaction is maintained</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Lead client and fund onboarding efforts, managing resources and deadlines for smooth integration</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Facilitate check-ins with clients, promote relevant services, and respond promptly to client requests</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Analyze client and operational metrics, recommending improvements to enhance service delivery</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Operational Management</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Conduct thorough reviews of financial reporting packages and statements to ensure compliance with accounting standards</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Oversee teams to ensure Pinnacle standards for accuracy, efficiency, and timely financial reporting are consistently met</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Lead or contribute to strategic projects aligned with company growth</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Monitor financial metrics such as budget versus actuals to ensure effective resource allocation and operational efficiency</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Team Leadership</span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Plan team resources and workload allocations in line with business demands, proactively developing skills and infrastructure for high performance</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Provide coaching, training, and feedback to support employee growth and engagement</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Work with teams to set performance goals, conduct quarterly and annual performance appraisals in line with Pinnacle’s performance management process</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Participate in recruitment and talent development initiatives to build effective teams</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"><span style=\"font-weight: bold\">Desired skills and experience</span> </span><br></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Prior experience in the fund industry of at least 5 years is required</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">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</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Accounting designation required </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Strong knowledge of accounting concepts </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Strong knowledge of Microsoft Excel </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Solid interpersonal and communication skills </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Strong organizational skills</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Ability to handle multiple demands, competing priorities, and constant change </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Ability to allocate time effectively and manage tight deadlines </span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Prior experience with PFS-Paxus is desired, but not required</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\">Why Pinnacle Fund Services?</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">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:</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<ul>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Extended Health Benefits</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">RRSP Employer Match Program</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Competitive Compensation</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Annual discretionary bonus</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Educational Support</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Work-Life Balance</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Remote Firm, with some in-office days with purpose (learn, build relationships, collaborate &amp; socialize)</span></li>\n<li><span style=\"font-family: arial, helvetica, sans-serif\">Exposure to all aspects of the business</span></li>\n</ul>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">Thank you for your interest in Pinnacle Fund Services. We look forward to meeting you and learning about your next steps in your career.</span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"><em>We are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees. </em></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\"> </span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\"><span style=\"text-decoration: underline\">Privacy Notice for Job Applicants</span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">We collect the information you submit in this application, including your contact details, resume, employment history, and any supporting documents, to assess your qualifications and manage the recruitment process. Your information may be accessed by our HR team, hiring managers, and approved service providers supporting our recruitment systems. We retain applicant information only as long as needed for recruitment and applicable legal or audit requirements. You may request access, correction, or deletion of your information by contacting us at <a href=\"mailto:[email protected]\" target=\"_blank\" rel=\"noopener noreferrer\">[email protected]</a>. For full details on how we handle personal information, please review our <a href=\"https://pinnaclefundservices.com/privacypolicy/\" target=\"_blank\" rel=\"noopener noreferrer\">Privacy Policy</a>.</span></p>\n<p><br><br></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif; font-weight: bold\"><span style=\"text-decoration: underline\">Job Post Disclaimer </span></span></p>\n<p><span style=\"font-family: arial, helvetica, sans-serif\">Pinnacle does not accept resumes from employment placement agencies, head-hunters, or recruiters who do not have a formal contractual arrangement with us. Any unsolicited resume, candidate profile, or other information received from a supplier not approved by Pinnacle will not be considered.  Pinnacle will not pay any referral, placement, or other fee for the supply of such unsolicited resumes or information.</span></p>\n<p><br></p>",
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