Private Equity Fund Manager/Senior Manager – Jersey

Role Summary

Acting as a Manager within the Altum Group, having responsibility and oversight for the administrative support and relationship management provided by junior members of the team to the entire client portfolio. Overseeing complex and/or significant transitions in the portfolio unsupervised. Provision of clear and concise updates to respective directors on all matters relating to a transaction and highlighting any specific requirements and matters to be brought to the directors’ attention. Managing the on boarding of new clients and their respective internal sign off in accordance with Altum Group policies. Responsible for ensuring the maintenance of up-to-date task lists and efficient running of the team meetings ensuring that meetings are held on a regular basis with all junior members in attendance.

Key Responsibilities

• Primary Contact for Fund Structures – Serve as the first point of contact for a select number of fund structures within the team, ensuring seamless communication and operational efficiency.
• Legal, Tax, and Professional Coordination – Manage relationships with legal, tax, and other professional advisors to facilitate compliance and strategic decision-making.
• Operational Documentation & Compliance – Develop and maintain Operational Procedures Manuals and ISAE checklist templates to support client relationships and adherence to best practices.
• Board & Shareholder Meeting Management – Attend and accurately minute board and shareholder meetings, ensuring proper documentation and follow-up actions.
• Financial Reporting & Regulatory Adherence – Oversee the preparation, review, distribution, and filing of periodic financial statements in line with regulatory guidelines.
• Administration Oversight & Compliance – Act as a “B” level 4-eyes signatory for administrative matters, maintaining professional service standards and ensuring adherence to company policies and industry regulations.
• Billing & Financial Analysis – Assist in compiling billing information, analyzing time spent on client matters, and managing aged debtors to optimize financial processes.
• Staff Development & Leadership – Supervise, train, and mentor staff while actively participating in their professional development and performance appraisals.

Qualifications and Experience

• ​Minimum of 3 years’ progressive experience in the Financial Services Industry
• Hold a suitable professional qualification (SAICA, SAIPA etc.)
• Solid knowledge of financial and accounting procedures.
• Excellent analytical and numerical skills.
• Excellent relationship management skills for both internal and external stakeholders.
• Strong ethics, with an ability to manage confidential data.
• Ability to motivate and to lead others by example.

Expected Skills / experience

• ​A relevant certification such as ICSA Diploma level or equivalent is required.
• Proven experience in private equity fund management or a related financial services role.
• Strong understanding of financial services regulations, reporting standards, and fund structures.
• Demonstrated ability to manage small client relationships or contribute to a major client relationship.
• Prior experience in managing, training, and developing staff within a financial services environment.