Job Overview
We are seeking a seasoned professional to fill a key position within our Private Equity unit.
This supervisory role will be responsible for overseeing the daily operations of our Private Equity clients, developing relationships with client contacts, and providing guidance and mentorship to staff members.
* Provide exceptional client service and support to PE clients on a daily basis.
* Develop and maintain strong relationships with all client contacts including investment professionals, investors, lawyers, auditors, and banking personnel.
* Supervise staff members on systems, processing, procedures, and job responsibilities.
* Train, coach, and mentor new employees, develop and motivate staff within their team.
* Provide input and feedback regarding employees' ongoing performance, development, and performance appraisals.
* Review and approve work performed by analysts.
* Collaborate closely with the fund accounting team and be willing to assist in crossover duties.
* Prepare and review capital call and distribution calculations and notices.
* Review or prepare Investors Capital Statements and relevant calculations.
* Assist in coordinating annual fund audits.
* Resolve problems, errors, and queries on a timely basis (with documentation).
* Meet all reporting deliverables.
* Enforce adherence to department procedures, service standards, and specified deadlines.
* Contribute to the development and implementation of operational service models.
* Maintain good working relationships with external clients as well as internal relationship managers and other business units.
* Support the development and implementation of departmental procedures.
* Carry out all assigned duties under the Company's Safety Statement, ensuring Health, Safety, and Wellbeing for all employees.
* Work on projects and ad-hoc tasks as required.
* Ensure succession planning is operational within the department through identification and development of high-potential personnel.