Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on unlocking the potential of private markets through technology and fund administration services. As an Assistant Manager in Fund Administration (Onboarding), you will lead the onboarding of new customers and manage client relationships, ensuring a smooth implementation process and high-quality customer experience.
Responsibilities
- 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
Skills
- 4+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required
- 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
Benefits
- 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
Company Overview
Company H1B Sponsorship