Manager, Fund Administration (Investor Services)
New
J
Juniper Square Financial Services
North AmericaFull-TimeManager
Salary95,000 USD - 140,000 CAD per year
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Job Details
- Experience
- 6-10+ years of experience in fund administration, investor services, or a related financial services role.
- Required Skills
- Data AnalysisPeople ManagementStakeholder managementProcess improvement
Requirements
- 6-10+ years of experience in fund administration, investor services, or a related financial services role.
- 2+ years of people management experience.
- Deep knowledge of investor services operations and the private markets landscape.
- Strong analytical skills with experience using data to manage team performance.
- Excellent communication skills with experience presenting to senior stakeholders.
- Proven ability to manage cross-functional relationships.
- Highly organized and detail-oriented.
- Experience leading process improvement initiatives and driving operational change.
Responsibilities
- Lead, coach, and develop a team of Investor Services Associates and Assistant Managers.
- Own team-level performance metrics including SLA adherence, quality, and customer satisfaction.
- Serve as a senior escalation point for complex or high-priority customer issues.
- Manage capacity planning, workload prioritization, and resource allocation across the team.
- Champion process improvement, automation, and operational controls initiatives.
- Develop and execute training plans for new and existing team members.
- Build trusted, advisory-level relationships with customer leadership.
- Partner with Product, Sales, and Operations to align objectives.
- Report on team health, performance trends, and service risks to senior leadership.
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