Vision Search Partners LLC

Compensation

Full Description

Our client is a highly successful, multi-billion-dollar asset management and industrial holding company headquartered in Connecticut. The firm specializes in a unique, focused approach to buying and building strategic businesses, often centered on investing in operating companies undergoing complex operational and financial challenges. The company operates in a flexible, hybrid work environment that promotes a strong work-life balance. Key responsibilities include: • Oversee and review fund administrator deliverables, including quarterly/annual financials, capital calls/distributions, and investor reporting packages. • Ensure accuracy of complex fund calculations by reviewing management fees, waterfalls, expense allocations, and investor capital activity. • Support investor relations by preparing quarterly reports, assisting with valuations, responding to inquiries and DDQs, and producing portfolio/fund-level analytics. • Collaborate across teams — work with legal on fund agreements, auditors on year-end audits, and the investment team on portfolio company reporting. • Contribute to technical fund operations including valuation support, validating financial models, compliance/regulatory reporting, and fund liquidity forecasting. • Drive process improvement by enhancing models, reporting systems, and automation initiatives to increase efficiency and accuracy. • Partner closely with senior leadership (Head of Fund Ops, VP Finance, CFO) on fund operations and strategic initiatives. Please apply via LinkedIn and include a resume. Thank you!