Outsourcing for Financial Services
Guiding investment advisors, funds and financial institutions toward operational success.
Financial services firms leverage the use of outsourced services to gain a competitive advantage in performance, scalability, resources and talent. By building operational teams and functional areas that operate effectively to meet current and upcoming demands, your business can evolve, and you can focus on proactive strategies that drive growth.
EisnerAmper’s Financial Services Outsourcing Team guides investment advisors, funds and financial institutions toward operational success as the business evolves.
Are you ready for the next stage of growth and operational sophistication? As our clients evolve, we enjoy working with them at each stage of growth and maturation to optimize resources and develop more advanced operational systems and infrastructure. We are fortunate to support clients across the financial services community:
- General Partners
- Management Companies
- Hedge Funds
- Private Equity
- Venture Capital
- Real Estate/REITs
- Financial Institutions
Why Our Clients Outsource
- Access to talent
- Key industry expertise
- Flexibility in staffing
- Technology guidance
- Fast track to institutionalization
- Project management
- Performance metrics
- Efficiencies and automation
- Leadership support
- Manageable budget
- Proactive support for next phase of operational growth
Our Outsourcing Solutions
Our team of seasoned professionals solve complex issues every day. As former CFOs and operational support professionals, we understand the investor expectations, employee concerns and regulatory requirements you face first-hand. We also collaborate with our deep industry relationships and networks for a holistic perspective on how evolving industry best practices, trends and regulations might impact our clients.
Accounting & Finance
Tools & Technology
Automation. Efficiency. Transparency. Reporting. These aren’t just buzzwords. They are critical to operational success. At EisnerAmper, we leverage a suite of tools available for financial services to give you a competitive edge, keep your costs down, and support you throughout the various stages of growth.
We work with you to review and identify the accounting platform that works for your current and future needs. The following are examples of the tools we use:
Accounting & Finance Tools:
EisnerAmper’s Regulatory Risk & Compliance Tool:
Human Resources Tools:
When you need solutions to support the growth of your operations, it helps to have a team that understands your business goals along with operational due diligence fundamentals. Through working with private equity firms, hedge fund managers, portfolio companies, investment advisors and financial institutions, EisnerAmper’s Financial Services Outsourcing Team knows the financial services industry inside and out. We deliver guidance focused on your unique growth journey.
What's on Your Mind?
Jeffrey Stomski is a Partner in the Financial Services Group responsible for our outsourced solutions. Formerly the CFO of several funds and an audit partner for EisnerAmper, he understands the audit, tax, outsourcing and advisory needs of clients in the alternative investment industry, including domestic and offshore hedge funds, private equity funds and funds of funds.
Start a conversation with Jeffrey