Manager, Fund Administration (Onboarding)

Posted Yesterday
Be an Early Applicant
14 Locations
Remote
130K-150K Annually
Senior level
Fintech • Real Estate • Software
The Role
Oversee onboarding for fund administration customers, including fund accounting and reporting setup, client implementation management, data reconciliation, workspace configuration, and quality review. Lead cross-functional projects, improve onboarding workflows, provide technical accounting expertise, manage people, and identify product enhancements. Ensure timely delivery of milestones and a high-quality transition to ongoing service teams.
Summary Generated by Built In
About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

This is a great opportunity to join a growing initiative as we continue to evolve and scale Juniper Square’s fund administration service, filling a substantial market gap in the fund administration space. The service has had a huge impact across the business as it relates to workflow automation, leveraging technology to deliver up to par customer experience, and enabling GPs to strengthen relationships with LPs.

As a Manager, Fund Administration (Onboarding), you will oversee the successful onboarding of new customers onto our services, focusing on fund accounting and reporting setup. This role will independently manage client relationships throughout their implementation. You will have a significant opportunity to help shape the trajectory of the onboarding function and in so doing help to deliver a best-in-class initial experience for our new customers.

 
What you’ll do
  • Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross functional teams.

  • Manage against established project plans and onboarding milestones to ensure timely execution of key deliverables.

  • Interface directly with clients to deliver an outstanding client experience throughout the implementation process.

  • Serve as a technical accounting expert for both your team and our clients during the onboarding phase.

  • 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, reconciling the data received during the onboarding process.

  • Reconcile customer data and review the final setup of the completed customer workspace, checking for quality and accuracy of configuration settings before handoff to the ongoing service teams.

  • Identify product development opportunities, routing technical and product feedback from onboarding to the product development teams.

  • Participate in special projects as needed.

     
Qualifications
  • 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required.

  • 3+ years of people management experience (hiring, building teams, performance management, coaching, career development)

  • Proven experience with customer onboarding, data migration, or implementations in a fund administration or fin-tech 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 a desire to use technology to improve business operations.

  • Experience scoping out system requirements and implementing new systems.

     

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

 
Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $130,000-$140,000 USD. The Canadian base salary for this role is $140,000-150,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

 

Benefits include:

  • 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

  • Retirement saving plans

  • Allowance to customize your work and technology setup at home

  • Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

 

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Skills Required

  • 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds
  • 3+ years of people management experience, including hiring, team building, performance management, coaching, and career development
  • Experience with customer onboarding, data migration, or implementations in a fund administration or fintech environment
  • Bachelor's degree in Accounting or a related field
  • Ability to independently identify, analyze, and resolve complex problems with minimal supervision
  • Comfort working with ambiguity in 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 system requirements and implementing new systems

Juniper Square Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.

  • Parental & Family Support — Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
  • Leave & Time Off Breadth — Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
  • Wellbeing & Lifestyle Benefits — A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.

Juniper Square Insights

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The Company
HQ: San Francisco, CA
217 Employees
Year Founded: 2014

What We Do

At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).

Why Work With Us

Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!

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