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PEPI: Manager, Private Equity, Fund Management Solutions (OPEN TO ALL US LOCATIONS)

Location: Tampa, FL, United States
Date Posted: Sep 13, 2023

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A&M Fund Management Solutions works with private equity managers and provides our clients with solutions to optimize the operations of their businesses. Our goal is to improve efficiency and reduce risk around the non-investing aspects of business performance, and to provide benefits through hands-on involvement in our clients’ operations. Our job is to support PE firms to enhance and optimize how their operations function.

CFO Services Provides the following pillar of services:

  • Strategic Analytics & Planning
  • Performance Measurement & Management (Funds & Management Company)
  • Business Transformation
  • Investor Reporting
  • Valuation
  • Treasury Functions
  • Operational Review and Improvement (e.g., HR, Administration, Technology & Insurance)


Data Collection, Validation and Analysis

  • Guide team members in information gathering approach and ensure all relevant sources of information are pursued
  • Guide and lead client interviews, ask inquisitive questions and understand different stakeholders’ perspective
  • Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
  • Identify key business challenges, pinpoint financial/accounting/operations process inefficiencies, and assess the organization’s design, roles and team
  • Ensure issues and opportunities are clearly and concisely presented
  • Understanding accounting and finance process flows and how information is consolidated into the general ledger to ensure improvement and value creation

Project Management and Implementation

  • Ability to own and complete a workstream based on the pillars of services Fund Management Solutions provides
  • Ensure that project approach, timeline and deliverables are logical, reasonable, and accurate
  • Set and communicate client’s expectation consistently
  • Employ actionable plans (e.g., create initiatives to optimize processing new investment & realizations, instill a process-oriented culture, improve transparency in processes and organizations)
  • Identify risks and obstacles early on, create contingency plans and communicating timely with client
  • Ability to identify where the pillars of services Fund Management Solutions provides are not functioning


  • Leverage previous experience to guide and promote team to think innovatively
  • Recognize the current skill set of team members and maximize their level of contribution
  • Share knowledge and experience, provide coaching to teammates

Financial Acumen

  • Ability to build and review various financial models, provide valuable financial analysis and evaluate accounting treatments
  • Ability to provide valuable insight and improvement initiatives to senior management and board members


  • 7-10 years of experience related to: Accounting / Finance, Financial Due Diligence, Investment Banking or Private Equity with experience at a fund/asset manager or equivalent business strongly preferred
  • Graduate of accredited 4-year college / university with educational concentration in relevant areas (accounting, finance, economics) preferred but not required
  • CPA, CFA, or Master’s Degree Preferred but not Required

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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