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The job description provides no specific responsibilities or qualifications beyond the Manager, Financial Planning and Analysis title. The role is associated with financial planning and analysis within a global private equity investment firm.

Oversee transfer agency and investor servicing operations for private investment funds distributed through the private wealth channel. Manage subscriptions, redemptions, onboarding, reconciliations, third-party administrators, custodians, broker dealers, RIAs, and alternative investment platforms. Strengthen controls, service levels, reporting, exception management, process scalability, and operational workflows while coordinating with internal stakeholders and supporting high-volume transaction cycles.

Supports cybersecurity governance, risk management, and compliance initiatives, including control and policy development, framework alignment, audits, third-party risk assessments, risk tracking, remediation coordination, reporting, access reviews, and security awareness activities. Collaborates with technology, risk, and business stakeholders to strengthen the organization’s security posture and ensure timely completion of governance deliverables.

Supports global cash management, treasury systems, wire and FX transactions, bank account administration, reporting, payment processing, and process improvements. Serves as a liaison for treasury system and banking inquiries, maintains account records, provides confirmations and reports to accounting and audit teams, and supports special treasury projects.