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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.

Our Clients

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:

Investment Advisors:

  • General Partners
  • Management Companies

Alternative Investments:

  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Real Estate/REITs

Capital Markets:

  • Broker-Dealers
  • 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

  • Office of the CFO
  • Accounting and Financial Reporting
  • Business Process Automation
  • Middle and Back Office Operations
  • Internal Controls and Risk
  • Tax Compliance and Support

Regulatory Compliance

Regulatory Risk and Compliance including:

  • Compliance Automation
  • Compliance Health Check
  • Compliance Support

Human Resources

  • Benefits
  • Board Development
  • Compensation Planning
  • Diversity and Inclusion
  • Employee Relations & Compliance
  • Engagement/Change Management
  • HR Assessments
  • HR Best Practices and Policy/Program Development
  • HR Information Technology Integration
  • HR Roadmap and Start-Up Support
  • HR Support for M&A Transactions (on buy side and sell side)
  • Performance Management
  • Recruitment & Onboarding
  • Training & Development

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:


Why EisnerAmper

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?

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Jeffrey Stomski

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