Financial Services Manager

4 days ago

Mississauga, Ontario, Canada Apex Group Full time

We are seeking a highly skilled Financial Services Manager to join our team at Apex Group.

Vice President Fund Accountant, Private Equity

As a Financial Services Manager, you will oversee and assist in the fund accounting and client service of our Private Equity fund administration clients. Your responsibilities will include oversight of the operational work for our PE clients, coordination with work performed in other locations globally, financial statement and other fund admin reporting, client visits, global projects, and client integration management.

  • Lead the client relationship management for Fund Administration PE clients
  • Direct supervision of staff
  • US GAAP & IFRS reporting for closed-ended fund structures including PE or Infrastructure
  • Assisting in the development of new & existing global client relationships, optimizing service offerings, productivity, and profitability
  • Production of Financial Statements and supporting investor communications for Clients
  • Assist in the management of the NAV preparation and review process for our PERE fund clients
  • Fund accounting and knowledge of investor reporting systems such as Investran and eFront, and investor portals including Investment Café (ICX) and FIS Data Exchange (IDX)
  • Ensuring adherence to documented procedures and policies
  • Work on the integration of large fund administration mandates
  • Developing and enhancing Investran and/or eFront fund administration platforms to automate and standardize processes
  • Collaborating with operational centers
  • Working on ad hoc internal and global projects (as required)

This role requires approximately 8+ years' experience, an understanding of complex fund structures and fund accounting, a high degree of commercial awareness and client service focus, prior experience working at a PE Fund or PE Administrator, strong leadership skills, supervisory experience of other professionals, excellent organizational and communication skills, good interpersonal skills, and a professional accounting qualification.

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