Assistant Manager, Fund Administration – Core IS

🕒 Maio 15

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Juniper Square

Juniper Square

201 - 500 funcionários

💸 Finanças

🏠 Imobiliário

☁️ SaaS

💰 $75.000.000 Series C em 2019-11

Finance • Real Estate • SaaS

A Juniper Square é uma empresa que oferece uma plataforma abrangente e soluções personalizadas para parcerias de investimento privado. Fundada em 2014, a empresa se concentra em possibilitar uma conexão e comunicação contínua entre General Partners (GPs) e Limited Partners (LPs) ao longo de todo o ciclo de vida do investimento. A tecnologia da Juniper Square é feita sob medida para apoiar empresas de imóveis comerciais, private equity e capital de risco de todos os tamanhos. A plataforma oferece serviços como administração de fundos, captação de recursos, gestão de investidores, compliance e relatórios para investidores, todos destinados a aprimorar a transparência, a governança de dados e a experiência geral do investidor.

Descrição

• Hire, train and lead a team of investor service generalists across a broad suite of Treasury and Services activities including distribution/redemption payments, contribution reconciliation, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and more • Handle escalations and improve customer satisfaction • Review the team’s staffing and project board(s) to ensure requests are handled promptly and accurately • Review team deliverables for accuracy • Identify and flag areas of improvement in our processes and procedures • Build systems and process to ensure we are tracking important team and customer-data

🎯 Requisitos

• 4+ years of experience in investor services • 1+ years of people management experience • Experience with standard services activities including treasury, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and other ancillary activities • Detail oriented with strong project management skills • Fluent in English with excellent communication abilities • Experience training and coaching junior team members • Highly flexible and adaptable to change; ability to manage multiple projects at once while staying close to the details • Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions

🏖️ Benefícios

• Competitive salary and meaningful equity • Health, dental, and vision care for you and your family • Flex Time Off in addition to company paid holidays • Generous paid family leave, medical leave, and bereavement leave policies • 401k retirement savings plan • Healthcare FSA and commuter benefits programs • Freedom to customize your work and technology setup as you see fit • Professional development stipend • Monthly work from home wellness stipend while we're all remote • Mental wellness coverage including live coaching and therapy sessions

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