Director, Fund Administration – Investor Services

🕒 Maio 20

🏄 California, New York – Remoto

🏄 California – Remote 🗽 New York – Remote

💵 $145.000 - $190.000 / ano

⏰ Tempo Integral

🔴 Especialista

🖥️ Administração

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Juniper Square

SiteLinkedInTodas as Vagas

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

• Lead Managers and globally distributed service delivery teams responsible for investor operations, AML, and treasury workflows across a portfolio of private markets clients. • Own operational execution and service quality across the full investor lifecycle, including onboarding, AML reviews, capital activity, account maintenance, and treasury-related processes. • Drive accountability, performance management, talent development, and succession planning across multiple teams and managers. • Oversee client delivery across complex fund structures and strategies, including private equity, venture capital, private credit, and real assets funds operating across global jurisdictions. • Partner directly with client stakeholders and senior leadership to manage escalations, strengthen relationships, and support long-term client success. • Lead capacity planning, workforce management, and resource allocation efforts across global teams to support growth and operational scale. • Identify opportunities to improve workflows, controls, automation, and operational efficiency while maintaining a strong client and investor experience. • Partner cross-functionally with Product, Fund Accounting, Customer Success, and Sales to support platform evolution, operational readiness, and scalable service delivery. • Establish and monitor KPIs tied to service delivery, operational health, utilization, and client outcomes. • Help evolve and strengthen the Investor Services operating model as the business continues to scale across clients, products, and jurisdictions. • Contribute operational insights and market feedback to support product development and strategic initiatives across the broader organization.

🎯 Requisitos

• 10+ years of experience in investor services, fund administration, transfer agency, or related private markets operations. • 5+ years of experience leading managers and globally distributed teams in a high-growth or complex operating environment. • Deep understanding of private markets operations across investor onboarding, AML/KYC, capital activity, treasury workflows, and ongoing investor servicing. • Experience supporting private equity, venture capital, private credit, and/or real asset fund structures across multiple jurisdictions. • Proven ability to lead operational teams at scale while maintaining strong controls, service quality, and execution consistency. • Strong operational mindset with experience building processes, improving workflows, and driving organizational scale. • Ability to manage complexity, prioritize effectively, and create structure in fast-moving or ambiguous environments. • Strong client management and communication skills with experience engaging senior stakeholders and managing escalations. • Demonstrated ability to work cross-functionally and influence outcomes. • Data-driven approach to operational management, reporting, and decision-making. • Strong people leadership skills with a track record of developing high-performing teams and managers.

🏖️ 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