Manager, Fund Administration – Onboarding

🕒 October 23

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $130k - $140k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🖥️ Administration

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Juniper Square

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

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.

📋 Description

• Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross-functional teams • Manage project plans and onboarding milestones to ensure timely execution of key deliverables • Interface directly with clients throughout the implementation process • Serve as a technical accounting expert for the team and clients during onboarding • Improve onboarding workflows by applying best practices and process efficiencies • Oversee collection and review of customer offering documents and financial data, reconciling data received during onboarding • Reconcile customer data and review completed customer workspace setup for quality and configuration accuracy before handoff to ongoing service teams • Identify product development opportunities and route technical and product feedback to product development teams • Participate in special projects as needed

🎯 Requirements

• 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required • 3+ years of people management experience, including hiring, building teams, performance management, coaching, and career development • Proven experience with customer onboarding, data migration, or implementations in a fund administration or fintech 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 • Equity

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