4,535 Capital jobs in the United States

Associate Director/Director - Operating Partner

Apply locations Charlotte, NC, United States time type Full time posted on Posted 4 Days Ago job requisition id JR_

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Job Summary

The position will be a member of Barings Capital Solutions Operations Team. The team works with Barings’ investment teams and portfolio company management to drive value in Barings investments. The position will be focused on providing finance and operational support to portfolio companies, and supporting operational and financial due diligence.

Primary Responsibilities

• Program managing initiatives at portfolio companies (e.g., First 100 Days, Merger Integrations, etc.)
• Providing FP&A, and analytic support to portfolio companies
• Setting up financial processes and controls at newly acquired businesses
• Leading portfolio company teams in root cause analysis and solution development
• Documenting and sharing best practices across Barings portfolio companies
• Collaborating with team members to support due diligence efforts on potential new investment opportunities

Qualifications

• A minimum of 5-7 years’ work experience is required
• Accounting/finance experience and/or education required
• Advanced Excel expertise required—ability to work with data warehouses a plus
• Experience with project management processes and tools—have led successful projects
• Great logical and analytic skills to problem solve and develop solutions amid imperfect information
• Drives positive outcomes through analysis, influence and communication without decision rights
• Must be willing to travel up to 70% of time, with some periods of 90% travel

Preferred Experience

• Ideally candidate will have a strong grounding in finance and accounting, but also have led operational improvement initiatives (either in a corporate or consultant role)
• Accounting firm experience is a plus
• Operational experience either as consultant, or as a line manager a plus
• Experience across multiple industries is a plus—particularly asset intensive businesses

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including:

CORE BENEFITS & WELLNESS

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits

FINANCIAL WELL-BEING

• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account

LIFE INSURANCE

• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time

OTHER BENEFITS

• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative, institutional-quality solutions and service.

Our team-driven culture is based on transparency, responsibility and putting our clients’ interests first. We listen to our clients to understand their needs, so that we can be a strategic advisor and long-term partner in meeting their unique investment goals. Risk management and protecting our investors’ capital over the long term is an essential component of our lasting partnerships.

Barings is also committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success.

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team and invite you to explore our current employment opportunities.

Barings Capital Solutions

Location: Charlotte, NC

The position will be a member of Barings Capital Solutions Operations Team. The team works with Barings’ investment teams and portfolio company management to drive value in Barings investments. The position will be focused on providing finance and operational support to portfolio companies and supporting operational and financial due diligence.

1. Program managing initiatives at portfolio companies (e.g., First 100 Days, Merger Integrations, etc.)
2. Providing FP&A and analytic support to portfolio companies
3. Setting up financial processes and controls at newly acquired businesses
4. Leading portfolio company teams in root cause analysis and solution development
5. Documenting and sharing best practices across Barings portfolio companies
6. Collaborating with team members to support due diligence efforts on potential new investment opportunities

1. A minimum of 5-7 years’ work experience is required
2. Accounting/finance experience and/or education required
3. Advanced Excel expertise required—ability to work with data warehouses a plus
4. Experience with project management processes and tools—have led successful projects
5. Great logical and analytic skills to problem solve and develop solutions amid imperfect information
6. Drives positive outcomes through analysis, influence and communication without decision rights
7. Must be willing to travel up to 70% of time, with some periods of 90% travel

1. Ideally candidate will have a strong grounding in finance and accounting, but also have led operational improvement initiatives (either in a corporate or consultant role)
2. Accounting firm experience is a plus
3. Operational experience either as consultant or as a line manager a plus
4. Experience across multiple industries is a plus—particularly asset intensive businesses

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

1. Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
2. Fitness Center Reimbursement Program (Including Online Memberships)
3. Employee Assistance Program (EAP)
4. Fertility Benefits

1. Highly competitive 401(k) Plan with Company Match
2. Health Savings Account (HSA) with Company Contributions
3. Flexible Spending Accounts (FSA) - Health Care & Dependent Care
4. Retirement Health Reimbursement Account

1. Basic and Supplemental Life Insurance
2. Spouse and Child Life Insurance

1. Paid Vacation, Sick Days and Annual Holidays
2. Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
3. Short and Long Term Disability Plans
4. Paid Volunteer Time

1. Education Assistance Program
2. Charitable Matching Gifts Program
3. Commuter Reimbursement Program
4. Adoption and Surrogacy Reimbursement Program

Job Description

Salary:

WePartner Group is seeking a highly motivated, sales-oriented, and experienced Investor Acquisitions Specialist to join our business development team. This role is pivotal in driving the growth of our real estate investment fund by identifying and securing new investors. The ideal candidate will possess a strategic mindset, a deep understanding of real estate investment, and a proven ability to build and maintain strong investor relationships.

Key Responsibilities:

• Capital Raising: Lead efforts in raising capital for WePartner's real estate fund, focusing on private equity investors.
• Lead Management: Follow up on all investor leads and inquiries, ensuring consistent communication and engagement until deals are closed
• Lead Generation & Management: Actively seek out and engage new investor leads, ensuring regular follow-ups and strong communication throughout the process.
• Market Analysis: Conduct in-depth research on market trends, investment models, and property values to inform investment decisions
• Team Collaboration: Work closely with other departments to align acquisition strategies with overall company goals
• Investor Relations: Build and maintain strong relationships with potential investors to foster trust and facilitate ongoing investment opportunities

Qualifications:

• Experience:
  • A minimum of 5 years in sales, with at least 3 years focused on real estate investment
  • Proven track record in raising capital for private equity funds is essential
• Education:
  • Bachelors degree in Business, Finance, Real Estate, or a related field is preferred.
• Skills:
  • Strong strategic and analytical skills with the ability to assess investment opportunities and market trends
  • Exceptional written and verbal communication skills
  • Results-driven with a strong ability to overcome objections
  • Demonstrated ability to manage multiple leads and projects simultaneously while meeting deadlines.
  • A strong passion for real estate investment and sales, with a drive to succeed in a competitive environment.
  • Strongteam player is a must

Benefits:

• Incentive-based compensation
• Comprehensive benefits package including health insurance, retirement plans, and paid time off
• Opportunities for professional development and growth within the company

Overview

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at Follow Blackstone on LinkedIn, X, and Instagram.

Private Equity

With $65 billion of assets under management, Blackstone’s corporate private equity business has been a global leader since 1985. We uncover value by identifying great companies and enhancing their performance by providing strategic capital and outstanding management talent. We aim to grow stronger enterprises, create jobs, and enable our portfolio companies to build lasting value for our investors, their employees and all stakeholders.

Job Description

While the fund is global and industry agnostic, the team in San Francisco is exclusively focused on the technology sector. This role provides a unique opportunity to support a small investment team based in San Francisco pursuing opportunities across the software and internet landscape.

• Provide comprehensive administrative support to a Senior Managing Director and co-head of the San Francisco team within Blackstone’s Private Equity Group, and a few other members of the PE team
• Complex calendar management including scheduling internal and external appointments, confirming meetings, coordinating with other assistants, prioritizing and managing scheduling conflicts
• Arrange domestic and international travel including flights, visas/passports, cars, hotels, and other reservations
• Book conference rooms for internal and external meetings, greet guests, and register visitors
• Manage and complete expense reports including tracking receipts and reimbursements
• Serve as a primary point of contact for internal and external stakeholders, ensuring timely and professional communication
• Coordinate on-site visits for visiting senior professionals from other Blackstone offices
• Answer calls and act as a gatekeeper
• Provide back-up support for other senior professionals
• Coordinate team and office-wide events as needed

Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, have sound judgment and have demonstrated excellence in prior endeavors. The successful candidate should meet the following qualifications:

• 10+ years of administrative assistant experience
• Strong communication skills; high EQ
• Highly organized with strong attention to detail
• Ability to multi-task and prioritize competing tasks and deadlines
• Proactive, resourceful, and works well both independently and collaboratively
• Maintain confidentiality and professional integrity
• Experience coordinating travel arrangements
• Independent worker with strong follow-through skills
• Ability to build and maintain positive working relationships across all levels of the organization
• Familiarity with Concur is preferred
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

San Francisco Applicants : Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.

The duties and responsibilities described here are not exhaustive and additional assignments may be required of this position. Assignments may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range: $70, 00 - 130,000

Actual base salary within that range will be determined by several components including the individual’s experience, skills, qualifications and job location. For roles outside the US, salary bands follow local market practices.

Additional compensation and benefits offered include comprehensive health benefits (medical, dental, vision, FSA), paid time off, life insurance, 401(k), discretionary bonuses, and potential eligibility for equity and other incentive compensation at Blackstone’s discretion.

Blackstone is committed to providing equal employment opportunities to all employees and applicants regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other class or status in accordance with applicable laws. This policy covers all terms and conditions of employment.

If you need a reasonable accommodation to complete your application, please contact Human Resources at (US), +44 (0) (EMEA) or (APAC).

Depending on the position, you may be required to obtain securities licenses in client-facing roles or related activities. Please speak with your Blackstone Recruiting contact with any questions.

To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment.

Category: Human Resources

Location: New York, New York

Salary: $300,000 - $400,000

Job Reference: 54029

The SVP, Portfolio Human Capital team member is an addition to the growing portfolio human capital team. The new team member will serve as a strategic partner to investment teams, portfolio company leadership, and board members, aligning human capital strategies with investment theses and value creation plans. This role is responsible for driving a high-impact talent agenda across a diversified portfolio of companies, ensuring the identification, development, and retention of top executive talent to maximize portfolio performance. By fostering strong relationships with key stakeholders, this leader will enable portfolio companies to build high-performing teams that accelerate value creation. This team member will embed human capital expertise into investment decision-making and operational strategies, ensuring that the right leadership is in place to drive execution. By leveraging deep relationships, data-driven insights, and best practices, this role will enhance leadership effectiveness and organizational performance across the portfolio.

• Strategic Talent Management (Talent-to-Value)
  a. Partner with deal teams and portfolio leadership to identify key roles critical to value creation.
  b. Assess leadership teams against the Value Creation Plan (VCP) and proactively address capability gaps.
  c. Collaborate with management teams to define and implement tailored talent strategies that accelerate business performance.
• Executive Recruitment
  a. Work closely with portfolio company leadership and board members to lead executive recruitment for critical leadership positions.
  b. Execute the talent agenda for new platform acquisitions, ensuring alignment with long-term value creation.
  c. Drive top-grading and succession planning to continuously strengthen leadership teams.
• Organizational Assessment & Team Performance
  a. Conduct organizational assessments in collaboration with portfolio company management to ensure structures, processes, and culture enable high performance.
  b. Guide leadership teams in building and developing key leadership pipelines (G3, G5, G7+).
• CEO Annual Performance Management
  a. Partner with board members and investors to design and implement a structured CEO performance assessment process.
  b. Establish a consistent and transparent review framework across portfolio companies to drive CEO effectiveness.
• Talent Network Development & Alumni Management
  a. Develop and maintain talent pipelines for future portfolio leadership, including interim executives, advisors, and board members.
  b. Engage and leverage alumni networks for insights, referrals, and executive placements within the portfolio.
• Service Provider Management
  a. Identify and manage external consultants, tools, and platforms to enhance executive search, leadership development, and organizational effectiveness.
  b. Maximize the value of external partnerships to support portfolio companies’ human capital strategies.
• Internal Excellence & Best Practices
  a. Develop and maintain KPIs and dashboards to track the impact of human capital initiatives on portfolio performance.
  b. Provide timely and actionable insights to deal teams, portfolio leadership, and boards on talent-related matters.
  c. Curate and disseminate best practices, frameworks, and playbooks to enhance leadership and human capital strategies across the portfolio.

• 15+ years of experience in human capital leadership, talent management, or organizational strategy, preferably within a private equity or portfolio management environment.
• Proven track record of partnering with executives, boards, and investors to assess, recruit, and develop high-performing leadership teams.
• Experience in designing and executing leadership assessment, recruitment, and succession planning processes that drive business results.
• Strong expertise in organizational design, change management, and leadership development.
• Demonstrated ability to build trusted relationships with investment professionals, portfolio executives, and board members.
• Direct experience working at or serving middle market and large cap private equity firms strongly preferred.
• MBA preferred.
• Strategic & Collaborative Mindset – Ability to partner with investment teams, management, and boards to align talent initiatives with business strategy.
• Executive Presence & Influence – Strong credibility with C-suite executives, investors, and board members, with the ability to shape talent decisions at the highest levels.
• Data-Driven Decision Making – Uses quantitative and qualitative insights to inform leadership strategies and drive measurable results.
• Relationship Builder – Ability to foster deep relationships across portfolio companies, acting as a trusted advisor on human capital matters.
• Execution-Oriented – Hands-on leader who can translate strategic objectives into actionable talent solutions that accelerate value creation.

Join to apply for the Corporate Partner – M&A / Private Equity / Venture Capital role at The People Of: Professional Services

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Join to apply for the Corporate Partner – M&A / Private Equity / Venture Capital role at The People Of: Professional Services

Vacancy: Corporate Partner – M&A / Private Equity / Venture Capital

Experience: 10+ years

Salary: $500,000–$00,000 base + bonus

Firm: AmLaw 150

Location: Denver, CO (Hybrid)

Overview

A nationally recognized, full-service AmLaw 150 firm is seeking a seasoned Corporate Partner to join its Denver office. This strategic opportunity is ideal for a partner with a portable book of business ( 1M+) who is looking to elevate their practice within a collaborative, entrepreneurial environment. The firm is known for its strong platform, cross-office support, and exceptional corporate deal capabilities in the middle market.

Key Qualifications

• Minimum 10 years of experience in corporate law, with emphasis on M&A, private equity, and/or venture capital
• Proven track record of client development and deal execution
• Portable book of business of approximately 1M or more
• Admission to the Colorado Bar (or eligibility for admission)
• Strong academic background and commitment to client service
  
  

• Advise middle-market clients, private equity sponsors, and emerging companies on sophisticated corporate transactions
• Lead deal teams in M&A, joint ventures, capital raises, and general corporate matters
• Collaborate across practice groups and offices to provide integrated client solutions
• Participate in strategic business development initiatives
• Mentor junior lawyers and contribute to the continued growth of the Denver office
  
  

• Competitive base compensation plus origination/performance-based bonuses
• Strong national platform and infrastructure for scaling your practice
• Entrepreneurial culture with a focus on autonomy and cross-office collaboration
• Well-established client base and market reputation in transactional work
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function General Business, Management, and Business Development
• Industries Business Consulting and Services

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Category: Human Resources

Location: New York, New York

Salary: $300,000 - $400,000

Job Reference: 54029

The SVP, Portfolio Human Capital team member is an addition to the growing portfolio human capital team. The new team member will serve as a strategic partner to investment teams, portfolio company leadership, and board members, aligning human capital strategies with investment theses and value creation plans. This role is responsible for driving a high-impact talent agenda across a diversified portfolio of companies, ensuring the identification, development, and retention of top executive talent to maximize portfolio performance. By fostering strong relationships with key stakeholders, this leader will enable portfolio companies to build high-performing teams that accelerate value creation. This team member will embed human capital expertise into investment decision-making and operational strategies, ensuring that the right leadership is in place to drive execution. By leveraging deep relationships, data-driven insights, and best practices, this role will enhance leadership effectiveness and organizational performance across the portfolio.

• Strategic Talent Management (Talent-to-Value)
  a. Partner with deal teams and portfolio leadership to identify key roles critical to value creation.
  b. Assess leadership teams against the Value Creation Plan (VCP) and proactively address capability gaps.
  c. Collaborate with management teams to define and implement tailored talent strategies that accelerate business performance.
• Executive Recruitment
  a. Work closely with portfolio company leadership and board members to lead executive recruitment for critical leadership positions.
  b. Execute the talent agenda for new platform acquisitions, ensuring alignment with long-term value creation.
  c. Drive top-grading and succession planning to continuously strengthen leadership teams.
• Organizational Assessment & Team Performance
  a. Conduct organizational assessments in collaboration with portfolio company management to ensure structures, processes, and culture enable high performance.
  b. Guide leadership teams in building and developing key leadership pipelines (G3, G5, G7+).
• CEO Annual Performance Management
  a. Partner with board members and investors to design and implement a structured CEO performance assessment process.
  b. Establish a consistent and transparent review framework across portfolio companies to drive CEO effectiveness.
• Talent Network Development & Alumni Management
  a. Develop and maintain talent pipelines for future portfolio leadership, including interim executives, advisors, and board members.
  b. Engage and leverage alumni networks for insights, referrals, and executive placements within the portfolio.
• Service Provider Management
  a. Identify and manage external consultants, tools, and platforms to enhance executive search, leadership development, and organizational effectiveness.
  b. Maximize the value of external partnerships to support portfolio companies’ human capital strategies.
• Internal Excellence & Best Practices
  a. Develop and maintain KPIs and dashboards to track the impact of human capital initiatives on portfolio performance.
  b. Provide timely and actionable insights to deal teams, portfolio leadership, and boards on talent-related matters.
  c. Curate and disseminate best practices, frameworks, and playbooks to enhance leadership and human capital strategies across the portfolio.

• 15+ years of experience in human capital leadership, talent management, or organizational strategy, preferably within a private equity or portfolio management environment.
• Proven track record of partnering with executives, boards, and investors to assess, recruit, and develop high-performing leadership teams.
• Experience in designing and executing leadership assessment, recruitment, and succession planning processes that drive business results.
• Strong expertise in organizational design, change management, and leadership development.
• Demonstrated ability to build trusted relationships with investment professionals, portfolio executives, and board members.
• Direct experience working at or serving middle market and large cap private equity firms strongly preferred.
• MBA preferred.
• Strategic & Collaborative Mindset – Ability to partner with investment teams, management, and boards to align talent initiatives with business strategy.
• Executive Presence & Influence – Strong credibility with C-suite executives, investors, and board members, with the ability to shape talent decisions at the highest levels.
• Data-Driven Decision Making – Uses quantitative and qualitative insights to inform leadership strategies and drive measurable results.
• Relationship Builder – Ability to foster deep relationships across portfolio companies, acting as a trusted advisor on human capital matters.
• Execution-Oriented – Hands-on leader who can translate strategic objectives into actionable talent solutions that accelerate value creation.

Job Summary:

BDO's Asset Management and Private Equity Funds practice is a dynamic and rapidly growing practice nationwide, focused specifically on private equity funds, venture capital funds, small business investment companies (SBICs), real estate funds, hedge funds and other alternative investment vehicles.

The Assurance Manager is responsible for managing financial statement audit engagements for private equity funds and serving as a leader of the Financial Services practice. This role is responsible for developing suggestions to improve client internal controls and accounting procedures, as well as advising clients on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP and/or GAAS issues. The Manager is charged with maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. The manager will also support the team with active involvement in business development, training and networking activities.

Additionally, this role is a critical part of the office Assurance leadership team, and is involved in the direct supervision, problem resolution and delegation stages of the overall audit.


Job Duties:

• Control Environment:
  
  
  
  • Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
  
  
  • Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls
  
  
  • Validates and assesses effectiveness of internal control over financial reporting
  
  
  • Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures
  
  
  • Identify and delegates functions of the audit to the auditor in charge as deemed appropriate
  
  
  • Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work
  
  
  • Provide on-the-job-training to the engagement staff during audit field work
  
  


• GAAP:
  
  
  
  • Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
  
  
  • Identifies and consults with clients on the impact of new accounting pronouncements
  
  
  • Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives
  
  
  • Drafts complex financial statements and related footnote disclosures and effectively communicates these to client
  
  
  • Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed
  
  


• SEC and PCAOB:
  
  
  
  • Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles.
  
  
  • Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed
  
  
  • Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
  
  
  • Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines
  
  
  • Ensures compliance with engagement independence requirements and consults internally as needed
  
  


• GAAS:
  
  
  
  • Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
  
  
  • Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work
  
  
  • Provides guidance to others and affirms conclusions made by others
  
  
  • Communicates matters required to be reported to the Audit Committee/Board and those charged with governance
  
  
  • Applies the use of efficiency tools such as statistical sampling, CAATS, etc.
  
  


• Methodology:
  
  
  
  • Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products.
  
  
  • Conducts detailed review to assure audit is completed in accordance with assurance manual standards
  
  
  • Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness
  
  
  • Recommends appropriate outcomes to critical issues
  
  
  • Initiates and prepares client acceptance/retention procedures where appropriate
  
  
  • Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines
  
  
  • Executes proper BDO methodology including but not limited to proper archiving procedures
  
  
  • Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients
  
  


• Research:
  
  
  
  • Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
  
  
  • Defines methodology to conduct research projects and completes in a timely manner
  
  
  • Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research
  
  
  • Prepares memo supporting research/conclusions and consults with others if appropriate
  
  
  • Presents issues to RTD or concurring reviewer effectively and accurately
  
  


• Manages engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency


• Assists with marketing and business development for the Asset Management group


• Other duties as required

Supervisory Responsibilities:

• Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients


• Supervision of associates and senior associates on all projects


• Review work prepared by managers, associates and senior associates and provide review comments


• Act as a Career Advisor to associates and senior associates


• Schedule and manage workload of associates and senior associates


• Provide verbal and written performance feedback to associates and senior associates


• Teach/coach seniors and associates to provide on the job learning
  
  

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting or equivalent, required


• MBA or Master's degree in Accounting, preferred

Experience:

• Five (5) or more years work experience, required


• Significant supervisory experience, required


• Two (2) or more years of team lead or in-charge experience overseeing staff on multiple engagements, preferred


• Experience in valuation of portfolio companies (i.e. level 3 investments), preferred


• Experience in valuation methodologies and waterfall calculations, preferred


• Experience auditing private equity and/or venture capital funds, preferred

License/Certifications:

• CPA or international equivalent, required

Software:

• Experience in the use of various assurance applications and research tools, preferred


• Microsoft Office Products, specifically Windows, Word, Excel, and PowerPoint, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Knowledge of partner capital allocations and computations


• Knowledge of management and incentive fee and carried interest calculations


• Awareness of tax issues impacting private equity funds


• Awareness of regulatory issues impacting private equity funds


• Ability to demonstrate strong leadership skills and be a role model to managers and staff


• Advanced GAAP and GAAS knowledge


• Sound working knowledge of SEC and PCAOB rules


• Possesses excellent verbal and written communication skills


• Possesses excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting


• Possesses executive presence, with the ability to be the primary contact for the client, as well as prepare and present presentations to clients and potential clients


• Possesses excellent client development and relationship-building skills


• Possesses excellent decision-making skills


• Ability to substantially take charge of entire basic engagements


• Ability to resolve complex accounting issues

and 1 more

Job Summary:

BDO’s Asset Management and Private Equity Funds practice is a dynamic and rapidly growing practice nationwide, focused specifically on private equity funds, venture capital funds, small business investment companies (SBICs), real estate funds, hedge funds and other alternative investment vehicles.

The Assurance Manager is responsible for managing financial statement audit engagements for private equity funds and serving as a leader of the Financial Services practice. This role is responsible for developing suggestions to improve client internal controls and accounting procedures, as well as advising clients on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP and/or GAAS issues. The Manager is charged with maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information. The manager will also support the team with active involvement in business development, training and networking activities.

Additionally, this role is a critical part of the office Assurance leadership team, and is involved in the direct supervision, problem resolution and delegation stages of the overall audit.

Job Duties:

• Applies advanced knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures.
• Applies an advanced understanding of objectives and components of the overall control environment and organization, and supervisory controls
• Validates and assesses effectiveness of internal control over financial reporting
• Identifies and communicates to management and audit committee suggestions to improve client internal controls and accounting procedures
• Identify and delegates functions of the audit to the auditor in charge as deemed appropriate
• Supervise the work of audit team and review workpapers and conclusions preferably onsite during audit field work
• Provide on-the-job-training to the engagement staff during audit field work
• GAAP:
  • Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles.
  • Identifies and consults with clients on the impact of new accounting pronouncements
  • Presents and discusses alternative application of generally accepted accounting principles and arguments for/against such alternatives
  • Drafts complex financial statements and related footnote disclosures and effectively communicates these to client
  • Identifies complex accounting issues and forms and documents resolution, seeking counsel of BDO technical experts as needed
• SEC and PCAOB:
  • Applies advanced knowledge and understanding of SEC regulations and PCAOB guidelines, and documents and communicates the application of these principles.
  • Reviews SEC filings, including MD&A, financial statements and disclosures for appropriateness in form, content, completeness, and accuracy, and ensures that quarterly reviews are properly performed
  • Reviews required communications to the client and Audit Committee, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
  • Reviews Section 404 internal control audit work to ensure their completeness and compliance with Firm and professional guidelines
  • Ensures compliance with engagement independence requirements and consults internally as needed
• GAAS:
  • Applies advanced knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement.
  • Applies advanced knowledge of professional standards/practices, including GAAS and PCAOB in performing and supervising work
  • Provides guidance to others and affirms conclusions made by others
  • Communicates matters required to be reported to the Audit Committee/Board and those charged with governance
  • Applies the use of efficiency tools such as statistical sampling, CAATS, etc.
• Methodology:
  • Applies advanced knowledge and application of BDO standards, policies and technology that guide effective and efficient delivery of quality services and products.
  • Conducts detailed review to assure audit is completed in accordance with assurance manual standards
  • Prepares or reviews required communications to management and audit committees, ensuring timeliness and completeness
  • Recommends appropriate outcomes to critical issues
  • Initiates and prepares client acceptance/retention procedures where appropriate
  • Plans the audit process and oversees the execution of procedures with quality, efficiency, and completeness despite pressures of deadlines
  • Executes proper BDO methodology including but not limited to proper archiving procedures
  • Considers Sarbanes-Oxley rules in understanding and executing service plans for combined 404 and financial statement audits for public clients
• Research:
  • Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on that information.
  • Defines methodology to conduct research projects and completes in a timely manner
  • Applies advanced knowledge of all appropriate research tools and draws conclusions based upon appropriate research
  • Prepares memo supporting research/conclusions and consults with others if appropriate
  • Presents issues to RTD or concurring reviewer effectively and accurately
• Manages engagement profitability, including billings and collections, and maintaining engagement team focus on productivity and efficiency
• Assists with marketing and business development for the Asset Management group
• Other duties as required

Supervisory Responsibilities:

• Sets the tone for teamwork by supporting others in their work and delivering on commitments made to the team members and clients
• Supervision of associates and senior associates on all projects
• Review work prepared by managers, associates and senior associates and provide review comments
• Act as a Career Advisor to associates and senior associates
• Schedule and manage workload of associates and senior associates
• Provide verbal and written performance feedback to associates and senior associates
• Teach/coach seniors and associates to provide on the job learning
  

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting or equivalent, required
• MBA or Master’s degree in Accounting, preferred

Experience:

• Five (5) or more years work experience, required
• Significant supervisory experience, required
• Two (2) or more years of team lead or in-charge experience overseeing staff on multiple engagements, preferred
• Experience in valuation of portfolio companies (i.e. level 3 investments), preferred
• Experience in valuation methodologies and waterfall calculations, preferred
• Experience auditing private equity and/or venture capital funds, preferred

License/Certifications:

• CPA or international equivalent, required

Software:

• Experience in the use of various assurance applications and research tools, preferred
• Microsoft Office Products, specifically Windows, Word, Excel, and PowerPoint, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Knowledge of partner capital allocations and computations
• Knowledge of management and incentive fee and carried interest calculations
• Awareness of tax issues impacting private equity funds
• Awareness of regulatory issues impacting private equity funds
• Ability to demonstrate strong leadership skills and be a role model to managers and staff
• Advanced GAAP and GAAS knowledge
• Sound working knowledge of SEC and PCAOB rules
• Possesses excellent verbal and written communication skills
• Possesses excellent people development and delegation skills, including training/instruction and engagement scheduling and budgeting
• Possesses executive presence, with the ability to be the primary contact for the client, as well as prepare and present presentations to clients and potential clients
• Possesses excellent client development and relationship-building skills
• Ability to substantially take charge of entire basic engagements
• Ability to resolve complex accounting issues

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

Massachusetts Range: $105,000 - $115,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

• Locations 15 One International Place, Boston, MA, 02110, US 1055 Washington Blvd, Stamford, CT, 06901, US