Senior Manager, Closely Held

Senior Manager, Closely Held Assets

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The Senior Manager, Closely Held Assets, leads complex engagements involving operating companies, holding companies, family enterprises, and private investments held within fiduciary structures, including trusts, estates, and foundations. This role ensures adherence to regulatory, risk, and fiduciary standards while overseeing a portfolio of moderate- to high-complexity, nonmarketable assets.

The portfolio includes minority and controlling interests in limited partnerships (LPs), limited liability companies (LLCs), closely held corporations, and other private investments. The Senior Manager is responsible for the evaluation, monitoring, and strategic management of these assets, applying sound fiduciary judgment and established governance practices. The assigned portfolio will primarily consist of higher profile, higher value assets across a national footprint.

Please see below for specific responsibilities and requirements for this role.

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Portfolio Leadership & Management:
  Manage a portfolio of private business investments, including partnerships, LLCs, and corporations, performing investment reviews, developing recommendations, and determining valuations for fiduciary and fee-related purposes.
• Portfolio Management & Valuation:
  Manage a portfolio of private business investments, including partnerships, LLCs, and corporations; perform investment reviews, develop recommendations, and determine valuations for fiduciary and fee-related purposes.
• Financial Analysis:
  Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests.
• Corporate Actions & Transactions:
  Evaluate and make determinations on proxy votes, tender offers, reorganizations, and lead asset sale decisions, including execution and documentation of transactions.
• Client & Advisor Engagement:
  Communicate with clients and their professional advisors regarding investment performance, strategy, and recommendations.
• Risk & Fiduciary Governance:
  Partner with risk, legal, and compliance teams and ensure fiduciary decisions align with governing documents, client objectives, and regulatory requirements; escalate complex matters through established governance channels.
• Subject Matter Expertise & Team Development:
  Serve as a subject matter expert on closely held assets while training and mentoring junior team members.
• Cross-Functional Collaboration:
  
  Work with internal partners to address complex or sensitive investment matters and ensure appropriate risk mitigation.
• Other Duties:
  Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

Minimum Requirements:

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of 7 years of relevant work experience in commercial credit, business analysis or equivalent experience.

Required Skills:

Qualified candidates will possess a demonstrated degree of proficiency (typically from 7+ years of work or practical experience), in:

• Financial Analysis & Valuation:
  Ability to evaluate complex financial statements and determine the value of privately held business interests.
• Portfolio & Investment Management:
  Experience managing complex, nonmarketable or illiquid investment portfolios.
• Client Relationship Management:
  Ability to communicate effectively with clients and professional advisors on complex investment matters.
• Decision Making & Judgment:
  Strong ability to evaluate transactions, corporate actions, and asset disposition opportunities.
• Organization & Time Management:
  Ability to prioritize work, manage multiple assignments, and meet deadlines in a dynamic environment.

Skills For Success:

Qualified candidates will possess a demonstrated degree of proficiency (typically from 7+ years of work or practical experience), in:

• Leadership & Influence:
  Demonstrated ability to lead through expertise, influence stakeholders, and guide team members in a complex environment.
• Analytical Problem Solving:
  Ability to identify, analyze, and resolve complex and ambiguous issues.
• Research & Due Diligence:
  Strong investigative skills to support investment recommendations and risk assessments.
• Communication:
  Strong written and verbal communication skills tailored to both technical and non-technical audiences.
• Client Focus:
  Commitment to delivering strong client service and maintaining effective relationships.

Doing The Right Thing:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect…