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 Management Serve as the principal Client Relationship Manager for clients, ensuring client needs are met and satisfaction is maintained Lead client and fund onboarding efforts, managing resources and deadlines for smooth integration Facilitate check‑ins with clients, promote relevant services, and respond promptly to client requests Analyze client and operational metrics, recommending improvements to enhance service delivery Operational Management Conduct thorough reviews of financial reporting packages and statements to ensure compliance with accounting standards Oversee teams to ensure Pinnacle standards for accuracy, efficiency, and timely financial reporting are consistently met Lead or contribute to strategic projects aligned with company growth Monitor financial metrics such as budget versus actuals to ensure effective resource allocation and operational efficiency Team Leadership Plan team resources and workload allocations in line with business demands, proactively developing skills and infrastructure for high performance Provide coaching, training, and feedback to support employee growth and engagement Work with teams to set performance goals, conduct quarterly and annual performance appraisals in line with Pinnacle’s performance management process Participate in recruitment and talent development initiatives to build effective teams Desired Skills and Experience Prior experience in the fund industry of at least 5 years is required Prior experience in a managing role of at least 4 years managing client relationships, deliverables and communication; in‑depth knowledge of closed‑ended funds required Accounting designation required Strong knowledge of accounting concepts Strong knowledge of Microsoft Excel Solid interpersonal and communication skills Strong organizational skills Ability to handle multiple demands, competing priorities, and constant change Ability to allocate time effectively and manage tight deadlines Prior experience with PFS‑Paxus is desired, but not required Benefits Extended Health Benefits RRSP Employer Match Program Competitive Compensation Annual discretionary bonus Educational Support Work‑Life Balance Remote firm, with some in‑office days with purpose (learn, build relationships, collaborate & socialize) Exposure to all aspects of the business We 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.
, , canada, , , canada
Published 19 days ago
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