Asset Management - Senior Manager

United StatesFull Timesenior

OtherAsset Management

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Quick Summary

Overview

We are looking for an experienced and results-oriented Senior Manager to help lead engagements within our Asset Management practice in the Finance Effectiveness team.

Key Responsibilities

Lead client workstreams focused on finance transformation for asset management firms, including operating model assessment, fund accounting process improvement, and financial reporting redesign.

Technical Tools

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We are looking for an experienced and results-oriented Senior Manager to help lead engagements within our Asset Management practice in the Finance Effectiveness team. This role is ideal for a consulting professional with hands-on experience in asset management finance who is ready to own workstreams, manage client relationships, and deliver day-to-day execution on transformation initiatives. You will advise finance leaders at asset management firms on how to optimize their finance functions and support the development of a high-impact practice serving private equity, hedge fund, and alternative investment clients.

Responsibilities

~1 min read

→Lead client workstreams focused on finance transformation for asset management firms, including operating model assessment, fund accounting process improvement, and financial reporting redesign.
→Serve as a trusted advisor to finance executives at private equity, hedge fund, and alternative asset management firms, helping define transformation roadmaps and deliver measurable business outcomes.
→Oversee day-to-day client delivery including project planning, stakeholder management, workstream execution, and quality assurance across asset management finance initiatives.
→Support design and implementation of enabling technologies relevant to asset management finance, including ERP platforms (e.g., Workday, NetSuite), fund accounting systems (e.g., Advent Geneva, SS&C Advent, Investran), and analytics solutions.
→Manage and mentor consultants and managers on the engagement team, fostering skill development in both asset management domain knowledge and consulting delivery.
→Collaborate across CFGI service lines (e.g., accounting advisory, ERP, data & analytics) to deliver integrated, cross-functional solutions for asset management clients.
→Participate in business development activities including proposal development, client workshops, and thought leadership, contributing to the growth of the Asset Management practice.

Eight plus years of experience in finance transformation or consulting, with meaningful exposure to asset management, private equity, hedge funds, or alternative investments.
Bachelor’s degree in a relevant field is required; prior Big4 or professional services/consulting experience is highly preferred.
Strong understanding of asset management finance operations, including fund accounting, NAV reporting, investor reporting, management company finance, and treasury processes.
Working knowledge of enabling technologies relevant to asset management finance, including ERP systems (e.g., Workday, NetSuite), fund accounting platforms (e.g., Advent Geneva, SS&C Advent, Investran), and reporting and analytics tools.
Demonstrated success leading client delivery teams, managing project workstreams, and building strong client relationships in a consulting or advisory environment.
Strong analytical, communication, and stakeholder management skills, with the ability to synthesize complex topics for finance executive audiences.
Collaborative and entrepreneurial mindset with a desire to contribute to practice development and firm growth within the asset management vertical.