Senior Manager, Asset Management

CFGI

Senior Manager leading finance transformation initiatives for asset management firms in the Finance Effectiveness team. Advising finance leaders on optimizing their finance functions and supporting practice development.

Posted 5/8/2026full-time🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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Hard Skills & Tools

finance transformationfund accountingfinancial reportingproject planningstakeholder managementquality assuranceanalytical skillsconsulting deliveryNAV reportingtreasury processes

Soft Skills

leadershipcommunicationcollaborationentrepreneurial mindsetclient relationship managementmentoringskill developmentsynthesis of complex topicsbusiness developmentcross-functional collaboration