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Group Manager – North America

🇺🇸 United States

Management

Finance

Group Manager – North America

from 🇺🇸 United States

Primary Responsibilities  

  • Ensure client satisfaction byestablishing and adhering to policies and procedures related to Operations and the company, with a focus on enhancing client experience and service delivery. 
  • Foster effective communication among all staff levels to promote a collaborative environment and a culture of engagement and teamwork. 
  • Address and resolve client needs promptly and comprehensively, proactivelyidentifying opportunities for service improvement andinitiating corrective action when necessary. 
  • Represent Operations with external stakeholders, including client auditors,maintaining positive relationships and open dialogue to ensure alignment with client expectations. 
  • Manage the implementation process of new clients, collaborating with cross-functional teams to ensure a smooth transition and efficientset-up within Operations while also fosteringpositive client experiences. 
  • Assist senior management in policy development and the implementation of internal controls, withparticular emphasis on promoting staff engagement and empowerment. 
  • Review financial reporting/NAV packages for accuracy, adherence to controls, and timeliness, providing insights and recommendations for improvement as needed. 
  • Research and resolve accounting and tax issues, providing expert guidance and support to internal stakeholders and clients asrequired. 
  • Stay informed of regulatory requirements and liaise with the local regulator as necessary to ensure compliance,  
  • Assist and drive staff engagement initiatives. 
  • Conduct employee appraisals in line with the company's performance management tools, providing constructive feedback and support for professional development while fostering a culture of employee engagement and growth. 
  • Ensure adherence to and activelyparticipate in the annual SOC Type II audit process but gathering evidence, working with theauditors andparticipating in the internal audit function. 
  • Represent the companyat networking events, as needed, and be able torepresent the Operations processarticulately with prospective clients. 


 

Qualifications Required: 

  • A professional accounting qualification 
  • Minimum15 years of experience working in fund administration, specifically with exposure to financial markets/institutions, debt funds, hedge funds or private equity vehicles 
  • Minimum of five (5) years of experience managing a team of 10 or more, both in-person and remote. 
  • Strong knowledge of investment accounting and technical knowledge of alternative investments, fund accounting and the preparation of financial statements 
  • Paxus and/or Investran experience preferred 
  • Detailed knowledge and understanding of regulatory matters including Anti-Money
    Laundering/Anti-Terrorist Financing and other regulatory reporting 
  • Strong computer skills and effective communication skills, both verbal and written 
  • The willingness to work overtime and public holidays whenrequired 
  • Based in Atlanta, GA or Kitchener, Ontario  


 

by @maxrusakovic