Manager, Fund Administration

Summary

Join Juniper Square as a Manager, AML/KYC and AEOI (FATCA/CRS) to lead the day-to-day execution of investor due diligence and tax reporting programs. Manage AML/KYC service delivery and oversee AEOI compliance, acting as the primary escalation point for related matters. Collaborate with leadership to optimize workflows and enhance scalability of compliance practices. This role involves shaping and strengthening the compliance offering within a fast-growing business. The ideal candidate thrives in dynamic environments, demonstrates sound risk-based judgment, and is passionate about building operationally excellent, scalable compliance practices. This is a key opportunity to contribute to a values-driven organization that is digitizing private markets to improve efficiency, transparency, and access.

Requirements

• 5+ years of progressive experience in AML/KYC and/or AEOI operations within financial services, private markets, or fund administration
• In-depth knowledge of AML/KYC regulatory frameworks in the U.S. and Cayman Islands (e.g., BSA/AML and CIMA requirements)
• Working knowledge of Cayman AEOI obligations, including FATCA and CRS requirements
• Strong hands-on experience performing CDD and EDD reviews, including escalation management and documentation analysis
• Proven ability to lead and work closely with operational compliance teams in high-volume, deadline-driven environments
• Skilled at translating regulatory requirements into scalable, efficient workflows and operational models
• Strong communication, stakeholder management, and cross-functional collaboration skills
• Risk-based thinker with a focus on practical, business-aligned compliance solutions

Responsibilities

• Lead and manage daily AML/KYC operations, including investor onboarding reviews, ongoing monitoring, name screening, and beneficial ownership identification
• Perform and oversee Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) reviews
• Oversee AEOI operations, including the collection, validation, classification, and maintenance of FATCA and CRS documentation
• Resolve escalations and complex cases with practical, timely, and risk-based decision-making
• Collaborate with leadership to evolve compliance workflows, improve scalability, and align with business growth objectives
• Own the team's audit and regulatory examination preparedness, including documentation, walkthroughs, and follow-up
• Monitor regulatory changes and drive timely updates to internal procedures and training
• Lead, mentor, and develop a high-performing compliance team with a focus on accountability and continuous improvement
• Identify and execute workflow optimization and automation initiatives to reduce risk and increase efficiency
• Deliver key compliance metrics, operational dashboards, and risk updates to senior leadership

Preferred Qualifications

Bachelor’s degree required; CAMS, CRCMP, or similar professional certification strongly preferred

Benefits

• Health, dental, and vision care for you and your family
• Life insurance and disability coverage
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• 401k retirement savings plan
• Healthcare FSA and commuter benefits programs
• Allowance to customize your work and technology setup at home
• Annual professional development stipend