Operations, Accounting and Office Manager

Los Angeles, California
Base + Bonus + Performance Opportunity
14 Mar 2023
13 Apr 2023
3-14-23 CFA posting
Industry Sector
Asset Management
Employment Type
Full Time

Legion Partners is a small and mid-cap focused activist manager.  We run a concentrated, long-only public equities strategy focused on North America and have approximately $400m assets under management. 

We are seeking an operations/finance/accounting professional to take a lead role at Legion Partners in supporting the firms office, accounting, operations and finance functions.  We are seeking a skilled individual with a strong operational/finance/accounting background preferably with experience in asset management and fund accounting/performance reporting.  This position will report directly to the Chief Operating Officer and will participate in all operational aspects of Legion Partners including office management, portfolio monitoring and reporting, regulatory filing and other reporting functions, accounting and budgeting, portfolio management software, and general support of the investment function.

Skills and Experience Desired:

Undergraduate degree in accounting, finance, or related field

5+ years of experience in operations/finance/accounting preferred

Strong proficiency in Microsoft Word, Excel, Outlook, and Power Point

Team player – ability to work effectively in a small closely integrated team

Ability to effectively develop and present information concisely, and ability to respond to questions and information requests promptly

Strong written and oral communication skills

Strong organizational skills and ability to manage multiple projects concurrently

Ability to communicate with co-workers, management, portfolio companies, service providers, and clients in a professional and courteous manner




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