Company Overview:
Well-established private equity firm with a global investment platform and a strong institutional infrastructure. The firm manages significant capital across multiple strategies and continues to invest in its finance and operations capabilities to support ongoing growth and scalability.
Position Overview:
The firm is seeking a Financial Operations Manager to join its Greenwich-based team. This individual will play a key role in overseeing core finance and operational processes, partnering closely with accounting, fund finance, treasury, investor relations, and external service providers to ensure the efficient day-to-day functioning of the business.
Key Responsibilities:
- Oversee core financial operations activities across the management company and investment vehicles.
- Manage cash activity, wire processing, liquidity reporting, and treasury-related functions.
- Partner with fund accounting and finance teams on reporting, reconciliations, and operational workflows.
- Coordinate with banks, administrators, auditors, and other third-party service providers.
- Monitor and improve operational controls, policies, and procedures.
- Support budgeting, forecasting, and financial analysis initiatives as needed.
- Drive process improvement, automation, and operational efficiency projects.
- Assist with ad hoc strategic initiatives and cross-functional projects.
Qualifications:
- 7+ years of finance, fund operations, treasury, or financial operations experience within private equity, alternative asset management, investment management, or financial services.
- Strong understanding of financial operations, cash management, reconciliations, and reporting processes.
- Experience working with fund administrators, auditors, banks, and other external stakeholders.
- Strong analytical, organizational, and problem-solving skills.
- Proven ability to manage multiple priorities in a fast-paced environment.
- Advanced Excel skills and familiarity with financial systems and reporting tools.
- Excellent communication skills and a collaborative approach to working across teams.
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