Logo
Standish Management

Engagement Manager

Standish Management, Portland, Oregon, United States, 97204


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 asmanager 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

#J-18808-Ljbffr