Asset Management - Consultant

As an Asset Management Consultant at CFGI, you will engage deeply with the asset management industry, handling technical and operational accounting support for various clients. Your responsibilities will include analyzing financial data, managing capital events, preparing LP reporting (like waterfall calculations), and providing regulatory support. You'll also manage or contribute to process improvement projects, ensuring that the clients meet their financial reporting obligations while adhering to U.S. GAAP and SEC regulations.

To qualify for the Asset Management Consultant position at CFGI, candidates are generally expected to have a bachelor's degree in Accounting, though possessing an MBA or CPA along with relevant accounting experience may also be considered. You should have two to five years of experience in public accounting or in finance roles, and strong knowledge of U.S. GAAP and SEC reporting is essential. Excellent interpersonal and communication skills are vital for client interaction.

Beneficial experience for an Asset Management Consultant at CFGI includes working with financial reporting, performance reporting, or fund accounting specifically in private equity partnerships or similar product types. Familiarity with fund/alternative investment accounting applications such as Investran, Geneva, Allvue, or Yardi can provide a distinct advantage, enhancing your ability to contribute from day one.

CFGI prides itself on providing flexibility to its Asset Management Consultants. You will have the opportunity to work from various locations based on your engagement needs – whether that’s from the office, at home, or directly with clients at their sites. This flexibility helps you maintain a healthy work-life balance while being fully engaged in your projects and client interactions.

Success as an Asset Management Consultant at CFGI hinges on having excellent interpersonal skills to collaborate effectively with team members and clients. Additionally, strong technical knowledge in accounting combined with effective analytical and critical thinking abilities will set you apart. A self-motivated, ethical approach paired with high energy and a commitment to quality client service are also essential traits for excelling in this role.

When answering this question, draw on your genuine interest in the asset management field, as well as how previous experiences have led you to this point. Discuss any specific projects or roles that highlighted your passion for accounting and client interaction, emphasizing your desire to make a business impact.

Share a specific example where you faced challenges, detailing your approach to problem-solving. Highlight your thought process, the steps you took to overcome obstacles, and the outcome of the project, demonstrating your analytical and communication skills effectively.

Begin by discussing your organizational strategies, such as using tools for task management or setting clear priorities based on project deadlines. Mention your ability to adapt when circumstances change and how you ensure stakeholders are informed throughout the process.

Highlight your proficiency in areas like U.S. GAAP, SEC reporting, and any relevant accounting software. Tailor your answer to reflect experiences that show your capability to handle financial reporting, capital events, and compliance within the asset management framework.

Discuss your approach to building relationships, such as regular communication, understanding client needs, and being responsive. Provide an example of how you addressed a client's concern and turned it into a learning opportunity that strengthened the partnership.

Talk about your familiarity with the regulatory landscape affecting asset management and your hands-on experience with relevant reporting requirements. Offer examples of how you ensured compliance and accuracy in your previous roles.

Stay informed about current trends and challenges within the asset management landscape. Discuss your thoughts on the challenges related to compliance, market regulation, or evolving client expectations, and how they may impact consulting roles like yours.

Explain your research and documentation skills, emphasizing your ability to break down complex standards and communicate them clearly to clients. Detail the steps you would take to implement necessary changes while maintaining compliance with existing regulations.

Share your enthusiasm for problem-solving and the variety consulting work offers. Talk about the satisfaction you get from addressing challenges for clients and the constant learning opportunities that come with diverse projects.

Detail your desire to make a difference from day one, whether by providing immediate support on a challenging project or streamlining a process. Express your eagerness to learn from your colleagues and contribute actively to the team’s success.