Senior Private Equity Manager

🕒 May 9

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Pinnacle Fund Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2011

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

Pinnacle Fund Services is a fund administration firm that provides outsourced back-office services, combining specialized fund accounting, valuation, reporting, regulatory and tax support with tailored technology solutions. The company services a wide range of alternative investment strategies—including private equity, venture capital, hedge funds, real estate & infrastructure, structured finance, private debt, fund-of-funds, family offices, and insurance-linked strategies—delivering lifecycle administration, capital call and waterfall management, NAV processes, and investor reporting. Pinnacle emphasizes a technology-enabled approach (investor portals, dedicated API, and proprietary platforms like Clarity) and positions itself as a trusted B2B partner for investment managers across multiple jurisdictions.

📋 Description

• Serve as the principal Client Relationship Manager for clients, ensuring client 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 • 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 • 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

🎯 Requirements

• 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