Manager, Fund Administration – Investor Services

🕒 Maio 20

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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, coach, and develop a team of Investor Services Associates and Assistant Managers. • Own team-level performance metrics including SLA adherence, quality, and customer satisfaction. • Serve as a senior escalation point for complex or high-priority customer issues and partner across internal teams to drive resolution. • Manage capacity planning, workload prioritization, and resource allocation across the team. • Champion process improvement, automation, and operational controls initiatives; surface product enhancement opportunities to leadership. • Develop and execute training plans for new and existing team members. • Build trusted, advisory-level relationships with customer leadership across the book of business. • Partner with Product, Sales, and Operations to align Investor Services priorities with broader company objectives. • Report on team health, performance trends, and service risks to senior leadership. • Proactively identify new service opportunities and translate them into operational proposals.

🎯 Requisitos

• 6-10+ years of experience in fund administration, investor services, or a related financial services role. • 2+ years of people management experience with a track record of building high-performing teams. • Deep knowledge of investor services operations and the private markets landscape. • Strong analytical skills with experience using data to manage team performance and drive decisions. • Excellent communication skills, including experience presenting to and influencing senior stakeholders. • Proven ability to manage cross-functional relationships and align teams around shared goals. • Highly organized and detail-oriented; able to manage competing priorities in a fast-paced environment. • Experience leading process improvement initiatives and driving operational change at scale.

🏖️ 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