115 Investment Firms jobs in Orangeburg

Description
Controller - Boutique Private Equity.
Our client is looking for an experienced accounting / reporting professional to join their team in Greenwich, Connecticut. This role is ideal for an accomplished individual with a strong background in private equity and financial management. The successful candidate will oversee critical financial operations and ensure compliance with industry standards.
Responsibilities:
- Manage all financial operations, including accounting, budgeting, and reporting, to maintain organizational efficiency.
- Oversee private equity investments and ensure accurate financial reporting for all related activities.
- Implement financial controls and ensure compliance with regulatory and industry requirements.
- Analyze financial data to provide strategic insights and recommendations to senior leadership.
- Prepare detailed financial statements and reports for internal and external stakeholders.
- Collaborate with auditors to ensure successful completion of financial audits.
- Monitor cash flow and manage capital to support the organization's operational and investment strategies.
- Develop and maintain relationships with external partners, including banks and investors
Requirements
Requirements:
- A minimum of 8 years of experience in accounting / reporting, with a focus on private equity.
- Proficiency in Microsoft Excel, including advanced functions and data analysis.
- Strong understanding of financial reporting standards and compliance requirements.
- Proven leadership skills.
- Experience working with auditors and preparing comprehensive financial reports.
- A bachelor's degree in accounting, and a CPA certification is preferred.
For immediate consideration email your resume to
TY,
Austin
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Location: New York, Hoboken, Philadelphia, McLean, Baltimore, Boston, Miami
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Business Performance - Transformation Architecture and Delivery - Private Equity - Senior Manager**
Private equity (PE) firms, portfolio companies and investment funds are under pressure to deploy capital and create value amid unprecedented economic and geopolitical uncertainty, increased competition, and rising stakeholder expectations. Success depends on moving faster, driving rapid and strategic growth and creating greater value. EY professionals unlock and cultivate value with fit-for-purpose solutions throughout the investment life cycle, supporting strong, resilient companies to achieve their purpose and long-term value aspirations.
**The opportunity**
We are looking for a Transformation Architect with a strong background in designing and delivering complex transformation and value creation programs. As a Senior Manager in Transformation Architecture in our Private Equity sector, you will have the opportunity to collaborate with our Strategy, Transactions, Value Creation and Consulting teams to help lead the orchestration of value creation strategies to realization. You will play a pivotal role in designing, architecting, and delivering large-scale transformation programs. You will apply sector-specific business drivers, market events, operating principles, and transformation trends, assembling expertise covering all enterprise functions to lead transformations that generate long-term client value.
Join our dynamic Business Performance team, specializing in Transformation Architecture and Delivery. As a Senior Manager in Transformation Architecture, you will play a pivotal role in designing, architecting, and delivering large-scale transformation of service delivery models and enterprise operations. You will apply sector-specific business drivers, market events, operating principles, and transformation trends, assembling expertise covering all enterprise functions to lead transformations that generate long-term client value. This role offers the unique opportunity to advise teams and client C-suite executives on their transformation strategies, helping them design and implement complex programs.
**Your key responsibilities**
As a Senior Manager, you will be responsible for the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You will:
+ Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
+ Develop solutions to complex problems and recommend changes to policies that affect your work area and possibly the business function within your area/department.
+ Be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives.
+ Collaborate with cross-functional teams to develop and orchestrate value creation strategies that align with investment and market differentiation goals of the PE Sponsor and it portfolio companies.
+ Conduct comprehensive assessments of business operations to identify opportunities for improvement and growth.
+ Help design and implement innovative solutions that enhance operational efficiency, scalability, profitability, and market competitiveness.
+ Act as a key connector across EY and client teams to bring the best fit subject matter expertise to solve complex problems.
+ Draft business cases to articulate the potential return on transformational programs and help position EY solutions with quantifiable outcomes.
+ Facilitate the connectivity of cross-functional teams for end-to-end delivery of integrated solutions, inclusive of the latest emerging technologies
+ Assist portfolio companies to monitor and evaluate the performance of transformation initiatives, providing insights and recommendations for continuous improvement.
+ Collaborate to develop and drive go-to-market of EY's value creation playbooks for PE integrated solutions
+ Stay informed about industry trends, market dynamics, and best practices in private equity to inform transformation strategies.
**Skills and attributes for success**
To thrive in this role, you will need a deep insight in transformation architecture through analysis and knowledge of best practices to solve complex problems, drive thought leadership, and innovation. Additional key responsibilities include:
+ Leading engagement delivery.
+ Accountable for program/project management.
+ Regular travel as needed by external clients.
+ Managing client relationships and engaging in daily interactions.
+ Leading client engagements from planning to execution and closure.
**To qualify for the role, you must have**
+ Bachelor's degree required (4-year degree); Business Administration, Finance, or a related field. Master's degree preferred.
+ Typically, no less than 8-10 years relevant experience.
+ No less than 6 years proven experience as a Transformation Architect or in a similar role, with demonstrated ability for Transformation Strategy and Design
+ Consulting experience required
+ Experience with M&A and companies experiencing high degree of change
+ Strong understanding of private equity investment processes and value creation strategies.
+ Ability to lead multi-disciplinary teams
+ Excellent analytical, problem-solving, and financial modeling skills.
+ Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders.
+ Ability to work collaboratively in a fast-paced, dynamic environment.
+ Agile Organization Development
+ Business case development
+ Deep sector expertise
+ Design systems development and documentation
+ Digital strategy
+ Emerging technologies
+ Future back planning
+ Operating model design and deployment
+ Organization Strategy & Operating model
+ Organizational assessment and performance metric development
+ Portfolio definition and governance
+ Transformation Strategy and Design
+ Building and Managing Relationships
+ Client Trust and Value
+ Commercial Astuteness
+ Communicating With Impact
+ Digital Fluency
+ Leading Teams
+ Managing Change
+ Negotiation and Influencing
+ Sector Knowledge
+ Sustainability
**Ideally, you'll also have**
+ Proven ability to navigate complex organizational structures and environments.
+ Strong leadership skills with the ability to inspire and motivate teams.
+ Excellent communication and interpersonal skills to build and manage relationships at all levels.
**What we look for**
We are looking for candidates who demonstrate a keen ability to solve complex problems, drive innovation, and lead large-scale transformations. Top performers in this role are those who possess deep sector expertise, are adept at managing change, and can effectively communicate and build relationships with clients and team members.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,400 to $43,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 180,500 to 390,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Private Equity M&A IT Senior Manager
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Navigating today's private equity (PE) market with confidence takes more than good insights. You need a guide who can help you turn insights into action. Be that Guide our clients need as a PE M&A Information Technology (IT) Senior Manager- within Deloitte's M&A Offering, as a part of our broader Strategy & Transactions practice.
Recruiting for this role ends on 12/1/2025.
Work You'll Do
Senior Managers in Deloitte M&A PE combine a sharp business sense with an eagerness to deliver results. They advise PE buyers with M&A transactions whether they are Executives at the PE firm and fund, deal teams sourcing and executing transactions, or the management teams of the portfolio companies owned by the private equity. Our practitioners perform business process analysis, mapping, and design for M&A projects focused on an IT workstream. This includes IT infrastructure separation, data center migration, application integration / separation / rationalization, or IT synergies/cost reduction. As part of the PE M&A IT team, Senior Managers lead large, complex engagements that identify, design, and administer creative business and technology solutions for large companies. Senior Managers are expected to contribute to the firm's growth and development in a variety of ways:
+ Execute on multiple M&A IT Integration & Divestiture (I&D) projects concurrently, working with Manager-level personnel to ensure excellence in project work
+ Partner with senior executives to define how they employ M&A - in alignment with their corporate strategy - to drive profitable growth and enable them to compete effectively in their industry
+ Provide service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement
+ Perform the role of counselor and coach, provide input and guidance into the staffing process, actively participate in staff recruitment and retention activities, provide leadership and support for delivery teams and staff in local offices
+ Mentor and develop staff through informal coaching and day-to-day project interactions. This includes working with global IT teams as applicable and may require work to be balanced across varying/multiple time zones.
+ Improve internal processes, and promote knowledge sharing in the team, by contributing to the community of practice, blogs, and other forms of market eminence. Develop "point- of-view" documents, participate in public speaking events, get published in industry periodicals.
The Team
Our M&A team offers expert guidance to corporate and private equity clients in navigating complex growth and divestiture scenarios. Our services encompass M&A strategy and transaction diligence, integration and separation planning and execution, as well as transaction financing.
Deloitte's mergers, acquisitions and restructuring services span the full private equity life cycle. The M&A IT team focuses on those I&D activities particular to the IT function within the PE industry. Our services include IT operational day 1 planning, including carve out assistance and transition service agreements. The team provides subject matter knowledge across critical components of IT (e.g., infrastructure, applications, IT operations, IT finances and expenses, Active Directory, end-user computing, messaging, enterprise architecture, testing). What sets this team apart from the competition is our comprehensive breadth of offerings combined with deep technical and industry expertise. The scope of their work may include end-state system architecture; application rationalization; system or data migration. This team helps clients refocus their IT capabilities and identify their optimal Transaction and Transformation strategies. As the Next-Gen provider of M&A services, M&A IT uses Delivery Innovation, Cloud and Flexible Compute Services to enhance every aspect of IT within the M&A landscape.
Qualifications:
Required:
+ A candidate must have 8+ years of M&A IT or M&A IT service delivery experience in private equity in the following areas:
+ Setting, leading and delivering engagement objectives and scope
+ Developing work plans for components of engagements, coordinating activities between work streams and identifying changes in scope
+ Designing deliverable content to precisely reflect the engagement contract and client needs
+ Managing cross-functional teams to deliver M&A engagements across all of phases of the M&A lifecycle including due-diligence, pre-close, and post-merger integration
+ Providing PE equity buyers with a broad continuum of advisory integration and divestiture program management services to support mergers, acquisitions, carve-outs, investment and financing structures, disposition alternatives and post-transaction activities
+ providing industry insight and analytical support using data mining, pattern matching, data visualization, and predictive modelling tools to produce analysis and algorithms that enables pre-deal and post-deal integration, divestiture, and major restructuring/cost transformation activities to achieve/exceed deal value, synergy targets, or strategic cost takeout objectives
+ Business Development by developing and maintaining contact with top decision makers at key clients, as well as leading and delivering aspects of the proposal development process, contributing to the development of proposal pricing strategies
+ Integration, divestiture and/or joint venture standup execution
+ 8+ years of experience in one area of Information Technology providing depth in that area
+ Bachelor's degree and 8+ years consulting and/or industry experience; alternatively, an MBA with 6+ years relevant work experience
+ Limited immigration sponsorship may be available
+ Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred:
+ Recent experience working in a professional services consulting firm
+ Knowledge of Cloud Migration/Standup is a plus
+ Ability to work independently; lead small teams focused on specific work streams of larger projects
+ Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment
+ Ability to apply practical experience with communications, culture, and change management
+ Ability to perform analysis and synthesize data into useful insights
+ Eagerness to mentor junior staff
+ An advanced degree
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin Associate within our client administration team, you will support all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, assisting with capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also help manage client expectations and deliverable timelines in line with SLAs, and ensure prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities**
+ Support all aspects of client deliverables for Private Equity fund administration clients, including client expectations, timelines, and issue resolution
+ Stay abreast of industry standards and best practices while seeking opportunities to enhance operational efficiency and mitigate operational risks
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations
+ Ensure adherence to control framework including prescribed policies and procedures
+ Participate in ad hoc client projects and internal initiatives
+ Assist in mentoring and developing staff resources while providing oversight on technical topics and client-related issues
+ Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence
**Required qualifications, capabilities and skills**
+ A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in a fund administration or related capacity
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
+ Bachelor's Degree in Accounting, Finance, or MBA
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities
+ Strong attention to detail and a hands-on approach
+ Team player with excellent problem solving, communication, and client service skills as well as the ability to take ownership and manage projects
+ Proficiency in Microsoft Office product suite and advanced MS Excel skills
**Preferred qualifications, capabilities, and skills**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus
+ Investment fund audit experience with a Big 4 firm a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

Required qualifications, capabilities and skills

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

Preferred qualifications, capabilities, and skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

Required qualifications, capabilities and skills

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

Preferred qualifications, capabilities, and skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

Required qualifications, capabilities and skills

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

Preferred qualifications, capabilities, and skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $14,000.00 - 225,000.00 / year; Brooklyn,NY 114,000.00 - 225,000.00 / year

Locations: New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Private Equity Tax Operations Manager- Portfolio Companies**
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
As private equity investments in portfolio companies close, our clients quickly transition from the deal to implementing operations plans to drive value, of which tax is a key component. Our clients also look to us to identify tax planning strategies and to develop and implement tax operations plans that create value for them. In your role as a Private Equity Tax Operations Manager, you will see this firsthand by being immersed in the evolving tax environment through teaming with our global private equity professionals to develop and oversee the implementation of post-transaction tax operating plans, prepare income tax filings, prepare and audit income tax provisions, consult on planning opportunities, and coach and develop your engagement teams while working on globally active business entities.
**The opportunity**
The Private Equity Tax Operations Manager role involves dynamic tax work and visibility into the full life cycle of private equity-backed companies across a wide range of business industries and varied entity structures (e.g., corporate, partnership, domestic, foreign). In addition to the day-to-day US federal and state tax compliance, you will be exposed to the tax technical implications resulting from an acquisition, refinancing, restructuring or divesture of a company, including but not limited to transaction advisory, accounting methods, state and local tax, credits and incentives, and international tax. You will be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues.
This is an opportunity for cross-border and cross-functional teaming within EY. In return, you can expect plenty of support designed with your own personal skills and experience
EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. Our market-leading approach combines extensive local compliance and accounting experience in over 120 countries with standard global compliance and tax accounting processes and web-based tools.
**Your key responsibilities**
You will manage all tax compliance and consulting projects for active business entities in a wide range of business sectors. You'll work through all the tax reporting implications of the transaction including tracking purchase accounting, working with debt transactions, and modeling of cash taxes. You will spend your time supporting client engagements by coordinating day-to-day interactions with clients, reviewing staff work product, driving delivery of services to meet deadlines, developing internal team members, and managing engagement economics. You'll continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations. In this role, you will also be tasked with identifying and resolving tax technical issues and sharing insights to improve our efficiency. In addition, you'll partner with other team members to help identify new opportunities for our clients across multiple service lines.
**Skills and attributes for success**
+ Providing our clients with income tax advice and guidance tailored to their unique needs as an operating corporations or partnerships in various business sectors
+ Learning and keeping up to date with ongoing trends and changes to legislation that will affect planning activities
+ Managing high-performing teams and sharing your experience and knowledge of leading-practices
+ Building relationships at all levels both internally and externally, promoting a culture of collaboration
+ Preparing practical recommendations to some of our clients' most complex tax issues
**To qualify for the role you must have**
+ A Bachelor's degree in Accounting or a graduate degree in Tax or Law and approximately five years of related work experience
+ CPA certification or licensed attorney status
+ A background in US federal and state income tax compliance and accounting across multiple industries and entity structures (corporate and / or partnership operating entity experience)
+ Experience managing budgets and projects
+ The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients' teams
**Ideally, you will also have**
+ A proven record in a professional services environment
+ Experience in coaching and mentoring junior colleagues
+ Strong analytical skills and attention to detail
+ The ability to adapt your work style to work with both internal and client team members
**What we look for**
We're interested in people who are ready to become a part of a highly engaged, diverse, and dynamic team to help us continue to make a real difference to our clients. If you have a desire to significantly expand your tax technical skills, the ability to develop meaningful relationships and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $116,200 to $12,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 139,400 to 242,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

Locations: New York City, Hoboken, Iselin, Jericho, Birmingham, Miami, Boca Raton, San Francisco, San Jose.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a senior in our Wealth & Asset Management practice, you will be responsible for tax compliance and advisory work for clients. You would work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
**Skills and attributes for success**
+ Solid technical knowledge in the asset management tax area
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager ' and consult when necessary
+ Managing multiple work assignments and deadlines
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 3 years of related work experience; or an advanced degree in tax or law and a minimum of 2 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve one of these certifications
+ A minimum of 2 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
**Ideally, you'll also have**
+ Excellent teaming, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in the asset management tax area
+ A thorough understanding of building client relationships
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,500 to $34,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 97,800 to 153,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .