Client Manager

Stamford, CT

Responsibilities

 

  • Communicate with Senior Team members regarding status of client projects and reports
  • Work with Senior Team Members on client requests
  • Assist with the development of client policies and procedures
  • Review all daily, weekly, monthly quarterly and Annual client reports
  • Assist with 1099 preparation
  • Assist in preparation and review of investment of capital calls and distributions
  • Review cash and journal entries
  • Review of workpapers and unaudited financial statements
  • Review of all reports for both limited and general partners.
  • Regular communication with client, including on customer site a couple of days a week, responding and coordinating response to inquiries in a timely manner and sense of urgency.

 

 

 

 

Requirements

 

  • Min 4 yrs in public, private or pub/priv
  • Min 2 yrs in PE/hedge exp

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/26/2018
Salary $95,000- $120,000 Base + 20% Bonus






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