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Engagement Manager - Portland

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
  • Portland

AI generated summary

  • You need a Bachelor's degree, 2+ years in public accounting or fund admin, knowledge of Partnership Accounting, and proficiency in Microsoft Office for this Engagement Manager role. A CPA and QuickBooks experience are preferred. Ready to excel in Portland?
  • You will manage client interactions, oversee audits and tax prep, assist with business development, mentor staff, and ensure efficient engagement operations.

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

Responsibilities

  • 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

FAQs

What are the main responsibilities of the Engagement Manager at Standish?

The Engagement Manager is responsible for managing and leading all client engagements, supervising the Fund Controller and Associate in fund accounting, capital account maintenance, and financial statement preparation.

What qualifications are required for the Engagement Manager position at Standish?

Qualifications for the Engagement Manager position at Standish typically include a degree in accounting or finance, previous experience in fund accounting, strong leadership skills, and excellent communication abilities.

What is the reporting structure for the Engagement Manager at Standish?

The Engagement Manager reports to the Engagement Director and is responsible for supervising the Fund Controller and Associate in fund accounting and financial statement preparation.

What type of clients does the Engagement Manager work with at Standish?

The Engagement Manager works with a variety of clients, typically in the financial services industry, providing fund accounting, capital account maintenance, and financial statement preparation services.

How does the Engagement Manager contribute to the overall success of Standish?

The Engagement Manager plays a crucial role in managing client engagements, ensuring accurate fund accounting and financial statement preparation, and supervising the Fund Controller and Associate to deliver high-quality services to clients.

Standish is a provider of specialized fund administration services for Private Equity Funds

Venture Capital & Private Equity
Industry
501-1000
Employees
2007
Founded Year

Mission & Purpose

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. From our start in 2007, we have grown steadily and currently administer more than 1,000 funds with clients who have in excess of $100 billion in committed capital under administration.