About the Opportunity

Our client is seeking an Interim Senior Manager, Investment Finance to step into a key leadership role supporting a global private markets investment platform. Reporting into senior investment finance leadership, you will oversee a team responsible for investment accounting, middle-office support, and end-to-end reporting for venture and other private capital strategies.

In this role, you will lead a seasoned team (manager, analyst, and co-op) that partners closely with deal, valuations, legal, tax, and compliance teams on a high volume of complex transactions. You will join at a pivotal time as the organization implements a new investment accounting system and navigates a demanding audit and reporting cycle. This is an excellent opportunity for a hands-on leader with private equity or asset management experience to influence processes, ensure the integrity of investment data, and support strategic decision-making in a sophisticated, global investment environment.

Key Responsibilities

• Lead month-end close activities for assigned private capital and venture portfolios, ensuring books are closed within four business days.
• Oversee reconciliations, internal reporting to corporate finance, and consolidated reporting for the ventures portfolio and broader private capital platform.
• Manage day-to-day middle-office activities, including review and support of investment transactions and ad hoc deal-related requests.
• Interact closely with valuations, legal, tax, compliance, and deal teams to support acquisitions, funding of investments, and other transactions.
• Oversee cash management activities, including monitoring liquidity, coordinating capital calls, and managing cash flows for external limited partners.
• Prepare and/or review carried interest calculations and related analyses.
• Support quarter-end reporting requirements and contribute to financial reports and analysis for senior leadership.
• Lead the preparation of tax-related financial information for filings due in May and support audit deliverables up to the March 31 year-end.
• Maintain and enhance financial controls, processes, and documentation related to investment accounting and middle-office activities.
• Provide leadership, coaching, and day-to-day direction to a team of three, ensuring clear priorities, accountability, and strong performance.
• Utilize E-Front and other systems to support accurate investment accounting, data integrity, and reporting as the platform moves toward go-live.
• Identify opportunities to streamline processes and improve efficiency within the investment finance and middle-office function.

What You Bring

• Professional accounting or finance designation (e.g., CPA, CFA, or equivalent).
• Bachelor’s degree in Accounting, Finance, Business, or related discipline.
• Approximately 8+ years of progressive experience in investment finance, accounting, or a closely related field, including at least 2 years in a people leadership role.
• Experience in private equity, venture capital, or asset management, with exposure to complex and illiquid investments.
• Strong knowledge of investment accounting, financial reporting, and IFRS; experience with fair value measurement and pension or institutional investment environments is an asset.
• Demonstrated ability to lead and develop high-performing finance teams, including overseeing direct reports with established tenure and strong personalities.
• Proven middle-office experience, including working closely with deal teams, reviewing financial models, tracking capital calls and distributions, and supporting regulatory or investor reporting.
• Comfort operating in a fast-paced, project-heavy environment where the team is stretched due to system implementations and competing priorities.
• Excellent communication and stakeholder management skills, with the ability to collaborate effectively with cross-functional teams (valuations, legal, tax, compliance, risk, and investment professionals).
• Experience with investment systems such as E-Front or similar platforms is an asset.
• Strong analytical, problem-solving, and organizational skills, with a hands-on approach to meeting tight deadlines (month-end, quarter-end, audit, and tax).

Next Steps

We do appreciate all interest; however, only those selected for an interview will be contacted.

Clarity Recruitment is an equal opportunity employer committed to fostering an inclusive and accessible recruitment process and workplace. If you require accommodation, please let us know in advance and we will work with you to meet your needs.

Please note: We use AI-assisted tools for notetaking during the screening process.

About Clarity Recruitment

Clarity is an executive search and recrui