Work with your alternative fund services, Private Equity, corporate audit, asset services financial reporting and fund accounting, and hedge fund services financial control business lines.

More Uses of the Private Equity Toolkit:

  • Dialog with sponsor portfolio companies on strategy, capital structure and add on acquisition financing.
  • Ensure you lead the team in maximising the use of technology and business tools available in servicing the clients.
  • Develop relationships with existing Third Bridge industry contacts and build new ones with experts you have identified.
  • Control: it is helping to shift your model towards asset based consulting and is a foundation for and expands your investment in your entrepreneurial culture.
  • Be accountable for ensuring that all audit liaison work by the Fund Accounting Team are planned in advance and that the audit process is planned and managed efficiently and effectively and in partnership with clients and auditors.
  • Standardize: investment banking firms, top consulting organization leading due diligence cases, venture funds, or Private Equity.
  • Keep abreast of investment opportunities and be able to successfully communicate information to the investment team.
  • Be accountable for providing advice to clients on fundraising strategy, structuring, timing, investors and legal terms.
  • Audit: coverage of Private Equity sponsors related to middle market direct lending, leveraged finance and other banking opportunities.
  • Guide: responsibility for development and implementation of strategies for special situations; managing enforcement actions undertaken after default.
  • Perform regular updates and meetings with the administration and management teams on important aspects of client service delivery.
  • Ensure your organization is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and Private Equity.
  • Audit: conduct business at all times with the highest standards of personal, professional and ethical conduct.
  • Oversee the management of your clients portfolios, offering advice from your internal processes and collaborating with your teams.
  • Contribute to the effective development of regulatory, compliance, risk management and internal control policies and procedures.
  • Collaborate with your team to manage your clients portfolio, offering advice from your internal processes.
  • Interpret and utilize clients actuarial and analytic processes to benefit the insurance program structure and investment ROI.
  • Identify: work in tandem with Portfolio Allocation/Management Group to ensure investments meet overall portfolio needs.
  • Govern: over the years, you have built an extensive network of industry and functional resources that you leverage to help your companies identify and employ operational excellence to drive sustainable growth.
  • Oversee origination of new transactions/business development and marketing with Private Equity clients, in particular regarding sponsor middle market direct lending and leveraged finance.
  • Contribute to the effective development of regulatory, compliance and risk management policies and procedures.
  • Ensure that the delivery of client service in your teams meets agreed service timeliness and quality standards.
  • Be accountable for completing projects, as building market maps, tracking returns across a market segment, or comparing structures across completed capital solutions transactions.


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