Senior Manager, Closely Held

• Lead complex engagements involving operating companies, holding companies, family enterprises, and private investments held within fiduciary structures
• Manage a portfolio of private business investments, including partnerships, LLCs, and corporations
• Perform investment reviews and develop recommendations
• Determine valuations for fiduciary and fee-related purposes
• Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests
• Evaluate and determine proxy votes, tender offers, and reorganizations
• Lead asset sale decisions, including execution and documentation of transactions
• Communicate with clients and professional advisors regarding investment performance, strategy, and recommendations
• Partner with risk, legal, and compliance teams to ensure fiduciary decisions align with governing documents, client objectives, and regulatory requirements
• Escalate complex matters through established governance channels
• Serve as a subject matter expert on closely held assets
• Train and mentor junior team members
• Work with internal partners to address complex or sensitive investment matters and ensure appropriate risk mitigation
• Perform other duties as assigned

• 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
• Ability to evaluate complex financial statements and determine the value of privately held business interests
• Experience managing complex, nonmarketable or illiquid investment portfolios
• Ability to communicate effectively with clients and professional advisors on complex investment matters
• Ability to evaluate transactions, corporate actions, and asset disposition opportunities
• Ability to prioritize work, manage multiple assignments, and meet deadlines in a dynamic environment
• Demonstrated ability to lead through expertise, influence stakeholders, and guide team members in a complex environment
• Ability to identify, analyze, and resolve complex and ambiguous issues
• Strong investigative skills to support investment recommendations and risk assessments
• Strong written and verbal communication skills tailored to both technical and non-technical audiences
• Commitment to delivering strong client service and maintaining effective relationships

Demonstrates expertise in managing complex investment portfolios, evaluating financial statements, and providing strategic recommendations while ensuring compliance with fiduciary standards. Strong ability to communicate effectively with clients and stakeholders, coupled with a commitment to delivering exceptional client service.

• Investment Portfolio Management
• Financial Statement Analysis
• Client Communication
• Risk Assessment
• Team Leadership

• Valuation Determination
• Investment Review
• Corporate Actions Evaluation
• Asset Sale Execution
• Complex Financial Analysis

• Effective Communication
• Problem Solving
• Stakeholder Influence
• Mentoring
• Relationship Management

• Fiduciary Structures
• Private Investments
• Nonmarketable Investments
• Illiquid Assets
• Governance Channels