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Salary: USD 130,000 - 140,000 / annual
Juniper Square is a leading operations platform for private markets, serving 2,300+ GPs with $300B+ under administration. The company unifies technology, data, and fund administration services, and has recently launched JunieAI, a purpose-built AI platform for private markets workflows.
As Manager of Fund Administration (Onboarding), you will lead the successful onboarding of new fund administration customers onto Juniper Square's platform, with a focus on fund accounting and reporting setup. This is a people-management role overseeing a growing onboarding function during a period of significant expansion.
Key responsibilities include:
- Lead and manage the successful onboarding of new fund administration customers, partnering with cross-functional teams
- Manage against established project plans and onboarding milestones to ensure timely execution of deliverables
- Interface directly with clients to deliver an outstanding experience throughout implementation
- Serve as a technical accounting expert for your team and clients during the onboarding phase
- Lead efforts to improve onboarding workflows, applying best practices and process efficiencies
- Oversee collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling data received during onboarding
- Reconcile customer data and review final setup of completed customer workspace for quality and accuracy before handoff to ongoing service teams
- Identify product development opportunities and route technical and product feedback to development teams
- Participate in special projects as needed
The role offers the opportunity to shape the trajectory of the onboarding function and help deliver a best-in-class initial experience for new customers. Juniper Square operates with a digital-first hybrid model across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England, with physical offices in San Francisco, New York City, Mumbai, and Bangalore.
QUALIFICATIONS:
- 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds (required)
- 3+ years of people management experience including hiring, building teams, performance management, coaching, and career development (required)
- 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 with fund-level accounting and reporting, including complex fund structures and consolidations
- Advanced understanding of complex accounting transactions, private equity investment structures, and reporting requirements for private equity funds
- Passion for technology and desire to use technology to improve business operations
- Experience scoping out system requirements and implementing new systems
