Job Description The Engagement Manager at Standish is responsible for managing and leading all client engagements. In conjunction with the Engagement Director, the Engagement Manager is responsible for supervising the Fund Controller and Associate in matters of fund accounting, capital account maintenance and financial statement preparation.
Essential Functions
Maintain frequent client contact to keep abreast of ongoing fund activities
Manage client expectations
Manage engagement keeping in mind client needs, staff utilization and overall engagement efficiency
Supervise the audit and tax preparation process
Review all communications to the client and its investors on an ongoing basis
Assist with sourcing new clients, issuing proposals and overall business development