Assistant Manager, Fund Administration – Core IS
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Job Description
Assistant Manager leading the investor services team at Juniper Square. Engaging with a global finance platform, supporting fund administration and investor relations.
Responsibilities:
- 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
Requirements:
- 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
Benefits:
- 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
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