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Funds Manager
Funds ManagerEmerald Resource Group • Milwaukee, WI, United States
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Funds Manager

Funds Manager

Emerald Resource Group • Milwaukee, WI, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Title : Assurance Manager - Registered Funds

Position Overview :

We are currently seeking a highly skilled and motivated Assurance Manager specializing in Registered Funds to join our dynamic team. This requisition is driven by a strategic business need and backfilling requirements. As an Assurance Manager, you will be instrumental in leading audit engagements for financial industry clients, specifically focusing on mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.

Responsibilities :

  • Conduct audit engagements for financial industry clients, with a primary focus on mutual funds, exchange-traded funds, closed-end funds, and collective investment trusts.
  • Assume full responsibility for planning, supervising, and successfully completing projects within established timelines.
  • Manage day-to-day client relationships, ensuring high-quality client service and satisfaction.
  • Understand engagement partner expectations, monitor deadlines, and oversee the timely delivery of project deliverables.
  • Effectively balance and manage multiple projects under restrictive time constraints.
  • Develop a comprehensive understanding of the client's business and industry, routinely seeking information regarding their needs and concerns.
  • Recognize opportunities to provide additional services and showcase innovation in serving existing clients.

Qualifications :

  • Preferably 4-6 years of progressive audit experience in public accounting, with a focus on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds).
  • CPA license is required.
  • Experience working with investment-based clients is highly preferred.
  • Please note that this potential opportunity is not available for residents of California or New York.

    • We offer a competitive salary range estimated between $80,000 and $150,000

  • , depending on experience and qualifications.

    • Attention Employers!

    Seeking exceptional talent? We've got the solution : Share your job descriptions with us.

  • Precision Matching : We'll pinpoint the perfect candidates.
  • Time Saver : Fill crucial roles faster than ever.
  • Showcase Your Brand : Attract top talent aligned with your mission.
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    • Elevate your team today! Contact us to share your job descriptions and discover your next top performer. Please send inquiries, resumes and cover letters to lexi@emeraldresourcegroup.com .

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