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:Review and assist staff with private equity transactions and assist in resolving private equity transactions related queries, audits and other ad hoc financial reports as required.
Oversee the review, validation, approval and monitoring of the process workflow
Account for daily management of functional team(s) and manage daily service delivery and production activities performed by staff
Oversee offshore teams, performance tracking, participation in monthly/quarterly calls, transitioning new funds/business to offshore teams
Primary contact and key escalation point for critical operational issues, as well as technical expert to resolve daily problems
Manage and escalate issues related to Business Unit Shared Services and COEs
Manage conversions of new business, plan for and review client specific agreements and internal policies
Manage departments overtime budget effectively, indirectly responsible for other department budget matters
Ensure appropriate records of daily and monthly activities are complete and maintained
Identify and implement consistent operational best practices
Document and review procedures, recommend controls and risk strategies
Coordinate the implementation of new funds, systems and processes, assist with client conversions and other client projects
Develop and implement process improvements, effectively manage change to ensure departmental objectives are met
Promote a risk awareness culture in staff
Provide coaching and development opportunities to staff
Ensure self and team anticipates, monitors, actively manages and reports all risk and compliance issues, breaches and suspicious activities
Act in accordance with Risk Excellence and role model Ethical behavior and decision making as part of our Way Ahead foundation
Perform other duties as required
Education & Preferred QualificationsCompetent to Expert with a Bachelor's degree, prefer finance, accounting, economics or business management major
10+ years of related experience in transfer agency, private equity fund of funds or private equity fund accounting.
Proficient in email management
Strong problem solving and analytical skills
Strong communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills
Excellent time management and presentation skills (communication to multiple levels (clients, other 3rd parties, executives, peers, subordinates). Flexibility across multiple formats (one on one, town hall, virtual meetings, social, etc.)
Navigate a large, global organization. Build meaningful relationships and develop an effective network
Ability to communicate with various internal teams to resolve inquiries and understanding when to escalate
Candidates must demonstrate initiative, be able to perform well under pressure, and simultaneously handle multiple assignments
* Excellent administrative and organizational with the proven ability to multi-task and to work efficiently to meet client deliverables
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