Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS) - Alvarez & Marsal : Job Details

Private Equity - Director

Fund Management Advisory

OVERVIEW

A&M Fund Management Solutions collaborates with private equity managers to optimize their business operations. Our aim is to enhance efficiency, mitigate risks related to non-investment activities, and provide hands-on operational support to our clients. We assist PE firms in refining their operational functions.

Fund Management Solutions, part of CFO Services, offers the following services:

• Strategic Analytics & Planning
• Performance Measurement & Management (Funds & Management Company)
• Business Transformation
• Interim Management
• Investor Reporting
• Valuation
• Treasury Functions
• Operational Review and Improvement (e.g., HR, Administration, Technology & Insurance)

PROFESSIONAL EXPECTATIONS :

Data Collection, Validation, and Analysis

• Guide team members in data gathering, ensuring comprehensive collection from all relevant sources.
• Lead client interviews, ask insightful questions, and understand stakeholder perspectives.
• Identify knowledge gaps, challenge assumptions, and develop improved insights.
• Pinpoint business challenges, inefficiencies in financial, accounting, and operational processes, and evaluate organizational structure and roles.
• Present issues and opportunities clearly and concisely.
• Understand accounting and finance workflows, especially how information consolidates into the general ledger, to facilitate improvements and value creation.

Project Management and Implementation

• Lead project components across multiple service lines and manage smaller projects independently.
• Manage client expectations proactively, minimize risks, and address potential issues promptly.
• Develop clear, actionable plans and lead specific workstreams.
• Ensure project timelines, approaches, and deliverables are logical and achievable.
• Anticipate risks, create contingency plans, and communicate effectively with clients.
• Collaborate with senior management and secure buy-in for plans.
• Set and communicate clear client expectations.
• Drive initiatives to optimize processing, instill a process-oriented culture, and enhance transparency.
• Identify and advise on dysfunctions within the pillars of services provided.

Leadership

• Leverage experience to inspire innovative thinking within the team.
• Take accountability for issues affecting clients and the team.
• Build complementary teams by utilizing individual talents and capabilities.

Financial Acumen

• Develop and review financial models, provide insightful analysis, and evaluate accounting treatments.
• Offer strategic insights and improvement recommendations to senior management and boards.

REQUIREMENTS / EXPERIENCE :

• 10-15 years of relevant experience in Accounting, Finance, Due Diligence, Investment Banking, or Private Equity, preferably at a fund or asset manager.
• Degree from an accredited university in accounting, finance, or economics is preferred but not mandatory.
• CPA, CFA, or Master's degree is a plus but not required.

ADDITIONAL INFORMATION :

The salary range is $190,000-$225,000 annually, depending on education, experience, skills, and location. A discretionary bonus is also offered based on performance. Benefits include healthcare, flexible spending accounts, life and disability insurance, 401(k), paid time off, holidays, and parental leave. Alvarez & Marsal recruits continuously; please apply promptly if interested.