Director, Fund Solutions

October 28

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

+7 more states

🏄 California – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

💵 $180k - $230k / year

⏰ Full Time

🔴 Lead

👔 Director

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Juniper Square

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Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

📋 Description

• Partner with Account Executives to target, scope, and price fund administration opportunities for new and existing clients • Liaise between Sales, Accounting, and Operations to analyze prospect requirements, develop profitable pricing models, and prepare comprehensive service proposals. • Lead and manage technical and operational discussions during the sales process, providing expertise on accounting structures, fund operations, and reporting • Determine client requirements and needs to ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized needs. • Build trust with prospective clients by demonstrating deep industry knowledge and Juniper Square’s unique value proposition • Responsible for overall fund administration service delivery, including assessing customer health and ensuring that deliverables are presented accurately and on time. • Serve as the senior internal escalation point for challenging customer situations and complex accounting questions from the team. • Maintain strong controls around deliverables, identify how controls should evolve as the team scales, and oversee the year-end audit process. • Identify and execute on initiatives to improve team efficiency and productivity, including collaborating with our Product Team on technology and automation improvements. • Identify product and service evolution opportunities based on feedback from both prospects and existing clients. • Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions. • Partner closely with global delivery teams across the U.S., India, and Luxembourg to ensure consistency and quality across all fund structures • Responsible for staffing and capacity management, including working with the leadership team to forecast hiring needs. • Hire, onboard, and train a team of varying experience level individual contributors as well as managers on general fund accounting and internal procedures. • Conduct formal performance reviews and provide coaching and feedback to direct reports throughout the year. • Responsible for ensuring team satisfaction, designing and executing on initiatives to improve team engagement. • Partner with the enablement team to enhance the training process and learning content.

🎯 Requirements

• 10+ years of experience in fund accounting, client services, or audit within the private equity, venture capital, real estate, and/or hedge fund industry. Experience working at a fund administrator is required. • 5+ years of experience hiring, managing, and developing a team of fund accountants, inclusive of managing entry-level talent. • Comprehensive knowledge of complex accounting practices, private markets investment frameworks, and private fund reporting standards. • Proven ability to engage confidently with C-suite executives and senior leaders, showcasing expertise in industry and technical matters. • Exceptional communication and presentation abilities. • Strong client and relationship management skills to drive outcomes, manage prospect expectations, and meet customer needs. • Operational mindset with a strong focus on building repeatable, scalable processes. • Strong interpersonal skills complemented by a keen commercial insight. • Passion to develop and train entry-level talent and provide coaching to ensure they are successful. • Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude. • Thrives in a fast-paced, high-pressure environment, leveraging strong analytical skills to solve complex challenges and effectively navigate organizational change. • Experience with leveraged buyout funds is preferred. • Proficiency in Salesforce or similar tools is advantageous. • Proficiency in Investran is preferred.

🏖️ Benefits

• Health, dental, and vision care for you and your family • Life insurance and disability coverage • 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 • 401k retirement savings plan • Healthcare FSA and commuter benefits programs • Allowance to customize your work and technology setup at home • Annual professional development stipend