Assistant Manager, Fund Administration (Onboarding)

Juniper Square
United States, Canada
Workplace: RemoteFull timeFunction: Administration & Executive AssistanceExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Customer relationship management","Attention to detail","Project management"]

Oversee successful onboarding of new fund administration customers, focusing on fund accounting and reporting setup. Manage client relationships and collaborate with cross-functional teams to hit milestones, deliver a best-in-class onboarding experience, and identify product feedback. Serve as a technical accounting expert during onboarding, improve workflows, and ensure high-quality data migration and setup as Juniper Square scales its fund administration service.

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FursaFursa
Juniper Square
Juniper Square
4 months ago

Assistant Manager, Fund Administration (Onboarding)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Oversee successful onboarding of new fund administration customers, focusing on fund accounting and reporting setup. Manage client relationships and collaborate with cross-functional teams to hit milestones, deliver a best-in-class onboarding experience, and identify product feedback. Serve as a technical accounting expert during onboarding, improve workflows, and ensure high-quality data migration and setup as Juniper Square scales its fund administration service.
Location: United States, Canada
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Lead onboarding of new fund administration customers, partnering with cross functional teams.
  • •Manage against project plans and onboarding milestones to ensure timely delivery of key deliverables.
  • •Interface with clients to deliver an outstanding onboarding experience throughout the implementation.
  • •Serve as a technical accounting expert for the team and clients during onboarding.
  • •Lead efforts to improve onboarding workflows and implement best practices.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceWellness StipendPaid LeaveRetirement

Key Requirements

  • •4+ years of fund accounting experience in private equity, venture capital, and/or real estate funds.
  • •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:4+ yearsPrivate equityVenture capitalReal estate fundsFund administration
Education:Bachelor's
Skills:CommunicationProblem-solvingCustomer relationship managementAttention to detailProject management

Company Brief

Juniper Square
Provides connected fund software and managed fund administration services for private markets, helping GPs and LPs with fundraising, investor onboarding, reporting, treasury, and compliance via a unified SaaS platform.
Industry: Enterprise Software
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2014
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