Enfusion
Hybrid

Managed Services Team Lead (Back Office)

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Enfusion has an immediate opening for a Services Team Lead (Back Office) in our Chicago office.
Who We Are

Enfusion helps over 4,000 funds transform their business by combining software, services and analytics on one platform with one golden dataset. We unite trading, compliance, positions, accounting and strategic analytics to deliver consistent control for global financial management. We allow every single team member to leverage the same insight, in real-time across the entire portfolio. With 9 global offices spanning 4 continents, our expert team enables investment firms to communicate, analyze, scale and prosper with one solution.

 


What You’ll Do

  • Lead a team that performs back office-focused (fund accounting) services and tasks for Enfusion Services clients: shadow accounting, portfolio valuation, daily and monthly reconciliations against fund administrators and counterparties, 3rd party communication related to break resolution, tax lot maintenance, and setup of non-trading accruals and cash movements
  • Engage with conversion and implementation teams to ensure a smooth transition for new Services clients
  • Assist with improving and automating existing processes to mitigate risk, and increase scalability
  • Help identify and coordinate new potential features of the Services offering that arise from daily product execution and escalations
  • Proactively monitor and manage the capacity of the team and help with forecasting in this area
  • Serve as an escalation point for clients, effectively communicate and push back on client requests when necessary 
  • Strong understanding of industry standards and market best practices and how they relate to respective markets 
  • Ability to motivate and manage a team, while ensuring daily tasks and project deadlines are met
  • Keep management updated with the current status of daily deliverables, projects, personnel and how they impact overall business goals
  • Work with middle office (operations) counterparts to ensure optimal workflow and experience for clients while leveraging efficiencies between two teams
  • Contribute to process improvement and team-building related to all the above responsibilities 

Who We Need

  • 5 year minimum of experience in Back Office (fund accounting) support role at Hedge Fund, Fund Administrator and/or Prime Broker
  • Previous management experience required
  • Bachelor’s degree with a concentration in Finance, Accounting, Economics, Financial Math or related fields; preferably accounting background
  • Previous client-facing experience (preferably investor/hedge fund clients)
  • Fund Accounting experience and skill set is required
  • CPA or similar designation is preferable
  • Proficient in the use of Microsoft Excel and Word
  • Ability to handle and prioritize multiple tasks and work independently
  • Motivated individuals displaying consistently high attention to detail, accuracy, and thoroughness
  • Excellent verbal and written communications skills

 

Perks of working at Enfusion

  • Competitive compensation 
  • Company paid Medical and Dental Insurance package
  • 401K with matching 
  • Generous PTO Package 
  • Entrepreneurial Environment 
  • Catered Lunch every Friday
  • Small team with growth opportunity
  • Exposure to all aspects of the financial technology services industry

 

At Enfusion, the best ideas win. Come be part of the future of fintech! 

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What are Enfusion Perks + Benefits

Enfusion Benefits Overview

Company-paid medical, dental, vision, life and short-term disability insurance
Flexible time off
Monthly commuting stipend
Free catered lunch one day per week
Fully stocked kitchen every day
401(k) matching

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Employee awards
Flexible work schedule
Diversity
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Enfusion pays the premiums for dental insurance.
Vision insurance
Enfusion's vision plan allows employees to purchase contacts and glasses once a year, and also offers a discount on LASIK. Enfusion pays the premiums for vision insurance.
Health insurance
Enfusion pays 100% of health insurance premiums for a low deductible plan. We also cover dependents for free!
Life insurance
We offer a plan to all employees free of charge!
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Enfusion provides a Safe Harbor Vesting Schedule
401(K) matching
We offer a generous matching of our employee's contributions
Company equity
Performance bonus
Pay transparency
Child Care & Parental Leave Benefits
Childcare benefits
Dependent Care Flexible Spending Account
Generous parental leave
Family medical leave
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Flexible Time Off - Time off needs change from year to year and we provide employees the flexibility to take the time they need, when it's needed.
Paid volunteer time
Paid holidays
Enfusion offers all employees paid time off to observe all major holidays. We also follow the New York Stock Exchange holiday calendar.
Paid sick days
Enfusion offers 7 sick days for all employees
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Enfusion provides employees with $80 a month to use towards commuting related expenses, including public transit, parking, and ride sharing! Employees may also contribute additional funds tax-free!
Company-sponsored outings
Enfusion has team outings, as well as ERG celebrations, company-wide summer party, holiday parties, and other events!
Free snacks and drinks
Enfusion has a fully stocked kitchen including unlimited snacks, sweets, coffee, tea and variety of flavored LaCroix!
Some meals provided
Enfusion caters a weekly lunch every Friday for our employees.
Company-sponsored happy hours
Enfusion loves hosting happy hours as often as we can!
Recreational clubs
Enfusion sponsors office sports leagues.
Relocation assistance
Relocation assistance is available for most roles.
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Buddy program for new hires
Online course subscriptions available
Personal development training

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