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About the Role
Lead a growing team managing day-to-day money movement for Gen II clients, implement treasury technology solutions, and assist with client onboarding. You will work with Client Managers to manage payment instructions and timing, respond to client inquiries, and oversee the documentation of Standard Operating Procedures and Internal Control narratives. Identify opportunities for process improvement, ensure daily operations are completed timely, provide training, and serve as a client escalation contact. Liaise with client banks, support accountants and investor service professionals, and operate in a deadline-driven, high-volume environment. Provide monthly performance statistics and complete other assigned duties.
Responsibilities
- Lead a growing team of centralized treasury individuals managing day-to-day money movement for Gen II clients.
- Actively involved in the implementation of Gen II’s treasury technology solutions.
- Assist with onboarding clients to the appropriate platforms.
- Work with Client Managers to manage payment instructions and timing for capital calls, investor distributions, and expenses.
- Respond to client inquiries promptly using oral and written communications.
- Oversee the documentation of Standard Operating Procedures and Internal Control narratives related to Treasury systems' functions.
- Identify opportunities for standardization and continual process improvement.
- Ensure daily operations functions are completed in a timely manner.
- Provide training to client teams on treasury processes and procedures.
- Serve as a client contact for any escalation needs.
- Liaise with client banks.
- Provide support to accountants and investor service professionals on an as-requested basis.
- Operate in a deadline-driven, high volume and constantly changing environment.
- Provide monthly statistics of the team’s volume and key performance indicators.
- Other duties/projects as assigned.
Requirements
- Bachelor’s degree in finance or related field experience.
- 3+ years’ experience within the treasury /banking services industry.
- Competency in cash management systems.
- Strong organizational and analytical skills.
- Strong relationship building skills.
- Strong Transformation skills.
- People leader experience.
- Ability to thrive as part of a team, while also being able to work independently.
- All applicants must be legally authorized to work in the United States.
Location
- New York
Work Type
- Hybrid
Education Level
- Bachelor's degree
Salary/Compensations
- $85,000-$100,000
Benefits
- Discretionary bonus
- Comprehensive benefits package
About the Company
- Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Luxembourg, and Vancouver.
- Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to manage their operational infrastructure, financial reporting, and investor communications most effectively.
- The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
- Administering over $1T in assets.
- Servicing nearly every significant investor in the asset class.
- Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model.
- The most experienced and best performing team in the industry.