Jobs
>
Chicago

    Assurance Partner, Private Funds - Chicago, United States - Cohen & Company

    Cohen & Company
    Cohen & Company Chicago, United States

    3 weeks ago

    Default job background
    Description

    Overview:

    Cohen & Company

    Certified?Public Accountants

    Cohen & Company is seeking an Assurance Partner with a focus in Private Funds, an entrepreneurial spirit and commitment to client service to join our team?

    Cohens Private Funds practice consists of a suite of offerings, primarily focused on assurance, tax, and advisory services to private funds and their advisers. For the assurance practice, examples of such services are audits of private funds (including hedge funds, private equity funds, real estate funds, digital asset funds, and other alternative investment strategies), as well as consultations on regulations, accounting positions, offshore jurisdictions, structuring and other ad-hoc matters. Value is typically driven through a model of high-touch and proactive client service and is supported by a strong compliance, operational, and technology infrastructure.

    Locations:

    • Chicago, IL; Hunt Valley, MD; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI
    • Open to remote candidates in Denver, CO; Atlanta, GA; Dallas, TX
    Responsibilities:

    Business Development/Market Leader:

    • Responsible for strategy and growth of the firms services to Private Funds, including identifying market trends, leading opportunities, and developing go-to-market strategies/plans
    • Bridge go-to-market pursuits to internal business planning, including training focus, leadership pipeline, risk, and quality considerations, hiring and resource utilization, and margin management
    • Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders coordinating to align skills with market trends and drive strategic technical leadership hires
    • Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met; actively analyze and monitor pricing strategies for opportunities
    • Provide input on marketing, business development, BD expenditures, and priorities based on growth plans
    • Regularly communicate with the internal community to reinforce collaboration and team building, ensure client focus, demonstrate a commitment to excellence and innovation, and motivate others to engage
    • Actively monitor the health of opportunity pipeline (e.g., quality/quantity; near/long term, etc.)

    Client Experience:

    • Technical excellence in audit and accounting matters for Private Funds
    • Actively client-facing; Serve and build relationships with clients and manage internal teams (inside and across service lines) to timely deliver quality work, open communication, sound advice, and proactive service
    • Develop/enhance a comprehensive audit approach to meet the needs of Private Funds clients
    • Adjust client pricing, strategy, and services as necessary
    • Evaluate engagement performance and metrics
    • Provide leadership to the annual client continuance process, focused on the client relationship and smooth transitions when required

    Technical:

    • Perform partner level assurance reviews and signoff
    • Serve as a go-to resource for technical questions or knowledge
    • Act as a technical and/or business leader both internally and externally
    • Be a student of the Firm, drawing in technical expertise from across the Firm to support pursuits when needed
    Qualifications:

    Required:

    • Bachelors degree; CPA
    • 12+ years of progressive experience within assurance at a public accounting firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
    • 3+ years Partner level or equivalent experience
    • Proven thought leadership, advanced technical skills, in-depth knowledge, and a concentration in assurance services for investment partnerships

    Skills and Attributes for Success:

    • Excellent communication skills
    • High leadership quotient; mentor to & developer of teams; drive leveraged leadership
    • Market facing; high integrity, strong market reputation
    • Rainmaker; ability to grow a book of business
    • Innovative & adaptable
    • Strong technician; advocate methodology enhancements
    • Ability to cross-sell; drive growth across service lines
    • Discipline & accountability
    • Humility & gratitude, balanced with confidence

    About Cohen & Company?

    Named one of Americas Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at

    Learn More About Us

    • Learn more about our firm's culture and growth opportunitiesfrom our Executive Director of People & Culture
    • #LifeatCohen

    We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Learn more about our passionate commitment here.

  • Wellington Management Company, LLP

    Lead Fund Controller, Private Funds

    3 weeks ago

    Wellington Management Company, LLP Chicago, IL, United States

    About Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...

  • Wellington Management

    Lead Fund Controller, Private Funds

    2 weeks ago

    Wellington Management Chicago, United States

    About Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...

  • Greenberg Traurig

    Private Funds Associate

    2 weeks ago

    Greenberg Traurig Chicago, United States

    Our fast-growing and dynamic Miami Corporate Practice is seeking a junior to mid-level associate to join our fund formation and investment management team. This position can be filled in the Miami or Chicago office. · Practice Summary · The fund formation and investment managem ...

  • Wellington Management

    Lead Fund Controller, Private Funds

    2 weeks ago

    Wellington Management Chicago, United States

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw ...

  • Spartan Placements LLC

    Assurance Manager, Private Funds

    3 weeks ago

    Spartan Placements LLC Chicago, United States

    Assurance Manager - Private Funds · We have openings with our offices in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities: Working closely with the engagement Partner, Senior, and Staff to understand and meet client expectations and deliverables · Audit eng ...

  • Spartan Placements LLC

    Assurance Senior, Private Funds

    3 weeks ago

    Spartan Placements LLC Chicago, United States

    Assurance Senior, Private Funds · We have openings in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverables · Audit engagements for financ ...

  • Jameson Legal

    Private Investment Funds Associate

    4 weeks ago

    Jameson Legal Chicago, IL, United States

    We are looking to speak with funds associate attorneys to join our client's well-regarded and busy private investment funds practice group in Chicago. · This is an excellent opportunity for a progressive mid-level private equity fund formation and investment associate to represe ...

  • Cohen & Company

    Assurance Senior, Private Funds

    3 weeks ago

    Cohen & Company Chicago, United States

    Overview: · Cohen & Company · Certified?Public Accountants · ? · We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team · Qualifications: Bachelors degree required · 2-4 years ...

  • Spartan Placements LLC

    Assurance Manager, Private Funds

    3 days ago

    Spartan Placements LLC Chicago, United States

    Assurance Manager - Private Funds · We have openings with our offices in · Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities: · Working closely with the engagement Partner, Senior, and Staff to understand and meet client expectations and deliverables · Audit ...

  • Spartan Placements LLC

    Assurance Senior, Private Funds

    3 days ago

    Spartan Placements LLC Chicago, United States

    Assurance Senior, Private Funds · We have openings in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities · Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverables · Audit engagements for finan ...

  • Cohen & Company

    Tax Partner, Private Funds

    3 weeks ago

    Cohen & Company Chicago, United States

    Overview: · Cohen & Company? · Certified?Public Accountants? · ?? · Cohen & Company is seeking a Tax Partner with a focus in Private Funds, an entrepreneurial spirit and commitment to client service to join our team? · The Private Fund practice consists of a suite of offerin ...

  • Cohen & Company

    Tax Partner, Private Funds

    3 days ago

    Cohen & Company Chicago, United States

    Overview: · Cohen & Company · ? · Certified?Public Accountants · ? · ? · ? · Cohen & Company is · seeking a · Tax · Partner · with a focus in · Private Funds · , an entrepreneurial spirit · and commitment to client service to join our team · ? · The Private Fund pract ...

  • Cohen & Company

    Assurance Senior, Private Funds

    3 weeks ago

    Cohen & Company Chicago, United States

    Overview: · Cohen & Company · Certified?Public Accountants · ? · We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team · Qualifications: Bachelors degree required · 2-4 years ...

  • Ascension Global Staffing & Executive Search

    Corporate / Private Funds Attorney

    4 weeks ago

    Ascension Global Staffing & Executive Search Chicago, IL, United States

    Job Description · Job Description · Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm ...

  • Spartan Placements, LLC

    Assurance Manager, Private Funds

    2 weeks ago

    Spartan Placements, LLC Chicago, United States

    Job Description · Job DescriptionAssurance Manager - Private Funds · We have openings with our offices in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities: · Working closely with the engagement Partner, Senior, and Staff to understand and meet client expectat ...

  • Ascension Global Staffing & Executive Search

    Corporate / Private Funds Attorney

    1 week ago

    Ascension Global Staffing & Executive Search Chicago, United States

    Job Description · Job DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is d ...

  • IQ-EQ

    Manager - Private Equity Fund Accounting (Credit Funds)

    3 weeks ago

    IQ-EQ Chicago, United States

    Company Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...

  • Oliver James Associates

    Private Equity Senior Fund Accountant

    3 weeks ago

    Oliver James Associates Chicago, United States

    Our client, a leading boutique asset manager, is looking for a senior fund accountant to join their growing fund accounting team. Our client works on a hybrid model in downtown Chicago. Compensation is competitive and there are comprehensive health, PTO and retirement benefits. · ...

  • Oliver James Associates

    Private Equity Senior Fund Accountant

    1 week ago

    Oliver James Associates Chicago, United States

    Our client, a leading boutique asset manager, is looking for a senior fund accountant to join their growing fund accounting team. Our client works on a hybrid model in downtown Chicago. Compensation is competitive and there are comprehensive health, PTO and retirement benefits.Re ...

  • IQEQ

    Manager – Private Equity Fund Accounting

    1 week ago

    IQEQ Chicago, United States Full time

    Job DescriptionSupport IQEQ client leads on multiple Private Equity funds within various industries · Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the requirements defined by the limited ...