Manager, Fund Administration (Onboarding)

Added
23 days ago
Type
Full time
Salary
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Related skills

customer onboarding people management financial reporting private equity data migration

πŸ“‹ Description

  • Lead and manage the successful onboarding of new fund administration customers, partnering closely
  • Manage against established project plans and onboarding milestones to ensure timely execution of
  • Interface directly with clients to deliver an outstanding client experience throughout the
  • Serve as a technical accounting expert for both your team and our clients during the onboarding
  • Lead efforts in improving onboarding workflows, applying best practices and process efficiencies.
  • Oversee the collection and review of customer offering documents (LPAs, etc.) and financial data

🎯 Requirements

  • 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds
  • 3+ years of people management experience (hiring, building teams, performance management, coaching
  • Proven experience with customer onboarding, data migration, or implementations in a fund
  • Bachelor's degree in Accounting or a related field.
  • Proven ability to independently identify, analyze, and resolve complex problems with minimal
  • Comfortable with ambiguity within a hyper-growth, startup environment.

🎁 Benefits

  • Health, dental, and vision care for you and your family
  • Life insurance
  • Mental wellness coverage
  • Fertility and growing family support
  • Unlimited vacation in addition to company paid holidays
  • Paid family leave, medical leave, and bereavement leave policies
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