Assistant Manager, Fund Administration (Core IS)
About The Position
The Investor Services group is an exciting and fast growing team at Juniper Square that is responsible for delivering administration services. We are seeking an experienced Assistant Manager, whose main role is to train and lead a team of investor services generalists, ensuring team-generated deliverables are accurate and completed on time for our clients. We are looking for a strong people leader who is eager to be in a fast-paced, team-based environment and is excited about the opportunity to help scale our team’s operations in India as we reach our next phase of growth.
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
- Access to reliable high-speed internet is required during working hours
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
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
