Operations Manager coordinating client deliverables and collaborating with internal teams for private equity clients. Managing client relationships and ensuring operational excellence within a hybrid work environment.
Responsibilities
Serve as the primary project manager for all client deliverables, including capital calls, distributions, investor communications, and financial reporting cycles
Create and manage timelines, track progress, and ensure deadlines are consistently met
Oversee and manage the client's dedicated communication channels, including inboxes and regular status calls with recap emails
Triage incoming requests, delegate tasks to the appropriate internal specialists, and ensure all inquiries are resolved promptly and effectively
Proactively analyze client-specific workflows to identify bottlenecks and areas for improvement
Collaborate with internal teams to implement solutions that enhance efficiency, reduce risk, and improve the overall service delivery
Act as the primary internal point of contact for the client's operational team
Build and maintain a strong, trust-based partnership with the client by understanding their needs, managing expectations, and communicating transparently
Liaise between the client and Juniper Square's internal teams (Fund Accounting, Investor Relations, Product, Engineering) to ensure alignment and the smooth execution of all requests and projects
Develop and maintain client-specific operational playbooks, procedures, and status trackers to ensure consistency, clarity, and adherence to best practices
Requirements
A Bachelor's degree in Accounting, Finance, Business, or a related field.
4-7+ years of experience in private equity, venture capital, or real estate fund administration, fund accounting, or a related client-facing operations role.
Proven experience in project management with an exceptional ability to organize, prioritize, and manage multiple complex workstreams simultaneously in a fast-paced environment.
Strong client service orientation with outstanding written and verbal communication skills; you are comfortable interfacing with senior client stakeholders.
A genuine passion for operational excellence, process improvement, and organization. You enjoy bringing order to chaos and prefer managing processes over performing traditional accounting tasks.
Meticulous attention to detail and a commitment to delivering high-quality, accurate work.
Proficiency with Microsoft Office Suite (especially Excel) and Google Suite required.
Familiarity with investment management software. Direct experience with the Juniper Square platform is a significant plus.
Benefits
Flexible work arrangements
Professional development
Job title
Operations Manager, Fund Administration – Accounting
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