- Engage with new business discussions for prospective and existing clients/relationships
- Oversee multiple teams including career development, training, appraisals, and provide guidance to all direct reports
- Provide direction to all staff on client service, technical, and fund accounting related topics
- Review technical calculations including management fees, IRRs, carried interest, capital calls/distributions etc.
- Review disclosures, supporting schedules, and financial statements along with implementing robust controls and procedures