Relationship Manager - Remote

Overview

Join a high-touch consulting firm specializing in finance, accounting, and operations for investment managers. They provide precise, efficient financial solutions to help funds scale, delivering top-tier reporting, compliance, and strategic insights.

In Short

• Client Relationship Management: Serve as the primary point of contact for investment manager clients, building and maintaining strong, long-term relationships.
• Strategic Financial Advisory: Collaborate with clients and internal CFOs to deliver insights on fund performance, financial planning, capital structure, and regulatory requirements.
• Revenue Growth & Business Development: Identify opportunities to expand client relationships by introducing relevant financial solutions and services.
• Fund Operations & Oversight: Assist clients in streamlining their financial operations, including fund accounting, reporting, compliance, and treasury management.
• Industry & Regulatory Knowledge: Stay current with investment management trends, SEC regulations, tax implications, and best practices to provide proactive guidance.
• Cross-functional collaboration: Work closely with CFOs, fund administrators, tax specialists, and auditors to ensure seamless financial operations for clients.
• Risk Management & Problem-Solving: Anticipate client needs, address financial challenges proactively, and provide tailored solutions.

Requirements

• 5+ years of experience in investment management (hedge fund, private equity, or similar), outsourced CFO services, or fund administration is mandatory.
• Strong understanding of fund structures, private equity, hedge funds, and alternative investments.
• Experience with financial reporting, regulatory compliance (SEC, FINRA, GAAP), and performance analytics.
• Proven ability to cultivate and maintain relationships with investment managers, fund principals, and institutional investors.
• Interest in both managing relationships and attending to regular client deliverables.
• Comfort with working independently to achieve benchmarks.
• Excellent communication, presentation, and negotiation skills.
• Bachelor’s degree in Finance, Accounting, Business, or a related field (CFA, CPA, or MBA preferred).
• Proof of US work eligibility.
• Proof of suitable workspace for remote employment.

Benefits

• This is a full-time, long-term position.
• The position is immediately available.
• Monday through Friday work schedule.