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About the Role
Project & Engagement Management
• Scope, plan, and resource engagements from the outset, defining deliverables, milestones, team
composition, and fee structures in alignment with client expectations and firm economics
• Manage multiple simultaneous engagements across different clients and matter types, prioritizing
effectively under time pressure and ensuring no client is underserved
• Establish and enforce quality control protocols across all client deliverables, conduct technical reviews,
ensuring consistency with firm positions, and managing risk on complex advisory matters
• Monitor and manage engagement economics, including fee realization, WIP, billing timeliness, and
profitability, taking corrective action where required
• Coordinate effectively with internal stakeholders (tax tech, legal, compliance, finance) and external
advisors (counsel, fund administrators, custodians, auditors) to ensure smooth execution of complex,
multi-party m...
• Scope, plan, and resource engagements from the outset, defining deliverables, milestones, team
composition, and fee structures in alignment with client expectations and firm economics
• Manage multiple simultaneous engagements across different clients and matter types, prioritizing
effectively under time pressure and ensuring no client is underserved
• Establish and enforce quality control protocols across all client deliverables, conduct technical reviews,
ensuring consistency with firm positions, and managing risk on complex advisory matters
• Monitor and manage engagement economics, including fee realization, WIP, billing timeliness, and
profitability, taking corrective action where required
• Coordinate effectively with internal stakeholders (tax tech, legal, compliance, finance) and external
advisors (counsel, fund administrators, custodians, auditors) to ensure smooth execution of complex,
multi-party m...
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