Assistant Manager, Fund Administration – Core IS

🕒 il y a 1 mois

🏄 California – Distant

🏄 California – Remote

💵 $80 000 - $100 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🖥️ Administrateur

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Juniper Square

Site WebLinkedInTous les Emplois

201 - 500 employés

💸 Finance

🏠 Immobilier

☁️ SaaS

💰 €75 000 000 Series C en 2019-11

Finance • Real Estate • SaaS

Juniper Square est une entreprise qui propose une plateforme complète et des solutions adaptées aux partenariats d'investissement privés. Fondée en 2014, l'entreprise se concentre sur la facilitation d'une connexion et d'une communication fluides entre les associés commandités (GPs) et les associés commanditaires (LPs) tout au long du cycle de vie de l'investissement. La technologie de Juniper Square est spécialement conçue pour soutenir les entreprises de l'immobilier commercial, du capital-investissement et des sociétés de capital-risque de toutes tailles. La plateforme offre des services tels que l'administration de fonds, la collecte de fonds, la gestion des investisseurs, la conformité et le reporting aux investisseurs, le tout visant à améliorer la transparence, la gouvernance des données et l'expérience globale des investisseurs.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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