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Ultimus Fund Solutions1 week ago

Manager

$100,000–$140,000 year

On-site · New York City, New York, United States or Boston, Massachusetts, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Oversee preparation and distribution of quarterly financial statements to Limited Partners; oversee schedules supporting general ledger balances; calculate and distribute capital call notices; interpret Limited Partnership Agreement terms; calculate complex waterfall structures; complete regulatory forms; calculate and distribute proceeds to Limited Partners; interact with General Partners and respond to information requests; review investment packages for correct beneficiary and amounts; calculate management fees; interact with auditors; complete audit confirmations; multi-task across client deliverables and internal demands; provide leadership, supervision, and coaching to the team; conduct ongoing team trainings and provide input on global training opportunities; maintain daily leadership and drive performance across the fund.

Required Qualifications

  • Bachelor’s Degree in Accounting or related field
  • 5 – 7+ years’ supervisory experience in performance management, training, talent acquisition and retention
  • 5 – 7+ years’ (relevant) experience in Accounting or related field
  • MBA or MSA strongly preferred
  • Certified Public Accountant (CPA) license strongly preferred
  • Experience in forecasting and budgeting during an accelerated growth period
  • Proficient in Microsoft Office Suite with knowledge of Investran or other partnership accounting software a plus
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$100k – $140k / yr

Manager · Ultimus Fund Solutions

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