Assistant Manager, Fund Administration (Core IS)

About the role

The Investor Services group at Juniper Square is an exciting and fast-growing team responsible for delivering administration services. We are seeking an experienced Assistant Manager to train and lead a team of investor service generalists, ensuring team-generated deliverables are accurate and completed on time for our clients.

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 boards 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 processes to ensure we are tracking important team and customer data

Qualifications

• 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: identify problems and take ownership of finding and implementing solutions

Location

Remote (Access to reliable high-speed internet is required during working hours)

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
• 401(k) retirement savings plan
• Healthcare FSA and commuter benefits programs
• Freedom to customize your work and technology setup as you see fit
• Monthly work-from-home wellness stipend while we're all remote
• Mental wellness coverage including live coaching and therapy sessions