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Manage client onboarding and integrations, coordinate Operations, Technology, and Product teams, resolve system-related issues, monitor onboarding metrics and risks, recommend process improvements, build stakeholder relationships, and provide team leadership and knowledge sharing.

Serve as Investran subject matter expert for private markets, designing solutions, configuring client and fund accounts, building reports and data models, supporting UAT and production, and delivering documentation, training, and ad-hoc client solutions to support fund operations and reporting.

Provide fund administration for private equity clients: maintain ledgers in Investran, prepare financial statements and NAVs, handle capital activity, support audits/tax, reconcile accounts, mentor junior staff, and maintain client communication.