Pinnacle Fund Services (“Pinnacle”) is a privately‑owned company headquartered in Vancouver that provides high‑quality accounting and administrative services to hedge funds, private equity funds, and other investment vehicles in Canada, the United States and internationally. Pinnacle provides clients with responsive service and dynamic workplaces and career growth potential. We are seeking a Senior Manager to join our Private Equity Team.Responsibilities Client Relationship ManagementServe as the principal Client Relationship Manager for clients, ensuring client needs are met and satisfaction is maintainedLead client and fund onboarding efforts, managing resources and deadlines for smooth integrationFacilitate check‑ins with clients, promote relevant services, and respond promptly to client requestsAnalyze client and operational metrics, recommending improvements to enhance service deliveryOperational ManagementConduct thorough reviews of financial reporting packages and statements to ensure compliance with accounting standardsOversee teams to ensure Pinnacle standards for accuracy, efficiency, and timely financial reporting are consistently metLead or contribute to strategic projects aligned with company growthMonitor financial metrics such as budget versus actuals to ensure effective resource allocation and operational efficiencyTeam LeadershipPlan team resources and workload allocations in line with business demands, proactively developing skills and infrastructure for high performanceProvide coaching, training, and feedback to support employee growth and engagementWork with teams to set performance goals, conduct quarterly and annual performance appraisals in line with Pinnacle’s performance management processParticipate in recruitment and talent development initiatives to build effective teamsDesired Skills and ExperiencePrior experience in the fund industry of at least 5 years is requiredPrior experience in a managing role of at least 4 years managing client relationships, deliverables and communication; in‑depth knowledge of closed‑ended funds requiredAccounting designation requiredStrong knowledge of accounting conceptsStrong knowledge of Microsoft ExcelSolid interpersonal and communication skillsStrong organizational skillsAbility to handle multiple demands, competing priorities, and constant changeAbility to allocate time effectively and manage tight deadlinesPrior experience with PFS‑Paxus is desired, but not requiredBenefitsExtended Health BenefitsRRSP Employer Match ProgramCompetitive CompensationAnnual discretionary bonusEducational SupportWork‑Life BalanceRemote firm, with some in‑office days with purpose (learn, build relationships, collaborate & socialize)Exposure to all aspects of the businessWe are committed to creating a diverse and inclusive workplace and welcome applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, religion, or any other protected status. We believe a diverse workplace is essential for driving innovation and achieving success, and we strive to provide equal opportunities for all employees.#J-18808-Ljbffr
Private Equity Senior Manager
PINNACLE FUND SERVICES LTD.
winnipeg, winnipeg
Published 19 days ago
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