Manager, Fund Administration (Onboarding)

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

This is a great opportunity to join a growing initiative as we continue to evolve and scale Juniper Square’s fund administration service, filling a substantial market gap in the fund administration space. The service has had a huge impact across the business as it relates to workflow automation, leveraging technology to deliver up to par customer experience, and enabling GPs to strengthen relationships with LPs.

As a Manager, Fund Administration (Onboarding), you will oversee the successful onboarding of new customers onto our services, focusing on fund accounting and reporting setup. This role will independently manage client relationships throughout their implementation. You will have a significant opportunity to help shape the trajectory of the onboarding function and in so doing help to deliver a best-in-class initial experience for our new customers.

What you’ll do

Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross functional teams.

Manage against established project plans and onboarding milestones to ensure timely execution of key deliverables.

Interface directly with clients to deliver an outstanding client experience throughout the implementation process.

Serve as a technical accounting expert for both your team and our clients during the onboarding phase.

Lead efforts in improving onboarding workflows, applying best practices and process efficiencies.

Oversee the collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling the data received during the onboarding process.

Reconcile customer data and review the final setup of the completed customer workspace, checking for quality and accuracy of configuration settings before handoff to the ongoing service teams.

Identify product development opportunities, routing technical and product feedback from onboarding to the product development teams.

Participate in special projects as needed.

Qualifications

7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required.

3+ years of people management experience (hiring, building teams, performance management, coaching, career development)

Proven experience with customer onboarding, data migration, or implementations in a fund administration or fin-tech environment.

Bachelor’s degree in Accounting or a related field.

Proven ability to independently identify, analyze, and resolve complex problems with minimal supervision.

Comfortable with ambiguity within a hyper-growth, startup environment.

Experience with fund-level accounting and reporting, including complex fund structures and consolidations.

Advanced understanding of complex accounting transactions, private equity investment structures, and reporting requirements for private equity funds.

Passion for technology and a desire to use technology to improve business operations.

Experience scoping out system requirements and implementing new systems.

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $130,000-$140,000 USD. The Canadian base salary for this role is $140,000-150,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits include:

Health, dental, and vision care for you and your family

Life insurance

Mental wellness coverage

Fertility and growing family support

Unlimited vacation in addition to company paid holidays

Paid family leave, medical leave, and bereavement leave policies

Retirement saving plans

Allowance to customize your work and technology setup at home

Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

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