Fund Administrator Team Lead
Fund Administrator Team Lead
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3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we
provide includes: - Capital calls and distributions
- Audit/tax support
- Pre/post close services
- Quarterly and annual financials
- Limited Partner communications
- Bring transparency to founders VCs and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
- Realtime IRR
- Realtime portfolio data
- Provide additional data points (TVPI RVPI)
- Team Lead Duties:
- Establish and execute processes and procedures
- Establish and manage the achievement of Key Performance Indicators (KPIs)
- Monitor and evaluate all processes and implement improvement to ensure customer clients receive appropriate and highquality services as committed
- Perform daily and monthly auditing of work processes
- Monitor and assist team members in the daily operation aspects of the
project including reviewing the status and performance against targets
performing root cause analysis of variances and making improvements to
meet the targets - Coach guide and train team members by providing creative ideas and
ways on how to carry out the respective tasks towards providing excellent
service - Provide assistance to team members in accordance with established
practices and procedures - Provide reports as agreed with the Customer
- Assist in hiring selection and training of new team members
Requirements
- 3 years experience
- 13 years supervisory experience
- Desire to deliver outstanding Customer Experiences to our customers
- Strong written and verbal communication skills
- Highly organized with strong attention to detail
- Care deeply genuinely and passionately about our clients
- Excited to take on new challenges
- Responsive and able to complete tasks in a timely manner
- Ability to articulate technical and complex concepts in a clear and concise
manner - Ability to balance multiple active projects with competing priorities
- Exhibit diplomacy tact and poise when communicating with clients or customers
- Driven to help and solve problems
- Ability to work independently and in a team environment
- 13 years of experience in a contact center environment preferred
Fund Accounting Team Lead
Employment Type
Full Time
