- Execute end-to-end fund migrations and the transition of non-registered funds from incumbent administrators to the AngelList platform.
- Serve as a key team member for multiple concurrent migration engagements, following project plans, tracking milestones, and ensuring timely, successful implementation.
- Review and validate migrated data, including investor capital accounts, general ledger balances, investment portfolios, commitments, capital activity, waterfall calculations, and historical financial information.
- Partner directly with clients and external stakeholders to gather information, manage expectations, resolve issues, and provide regular project updates.
- Manage, mentor, and develop offshore fund migration specialists by providing technical guidance, coaching, and performance management.
- Identify opportunities for process improvement and automation by evaluating existing workflows and recommending system enhancements.
- Drive exceptional client outcomes by ensuring migrations are completed on schedule, with a high degree of accuracy and minimal operational disruption.
Project Management