Administrative Assistant, FundGuard
4+ days a week in office (Dedham, MA )
AI-powered investment accounting
Open for applications
AI-powered investment accounting
101-200 employees
Open for applications
4+ days a week in office (Dedham, MA )
101-200 employees
Company mission
To facilitate safe and efficient asset growth for all investors.
Role
Who you are
- Prior experience in a similar role
- Bachelor’s degree in business administration, Communications, or a related field
- Ability to prioritize, and complete, multiple tasks at once
- Strong attention to detail
- Excellent Communication skills
- Ability to operate autonomously and with a high level of customer service
- Customer-centric attitude (both for internal and external customers)
- Working knowledge of tools; including but not limited to, Gmail and Google applications (Sheets, Docs, Slides etc), MSFT Office Tools (Excel, Word, PPT etc), Slack
- Should possess strong problem-solving skills and the ability to make sound decisions
What the job involves
- FundGuard is an international organization that recently established its US presence in Boston
- Given the current and planned growth of our US location, we are hiring an Operations Support Specialist for our Boston location
- As the Operations Support Specialist, you will perform a hybrid role which supports the different functions within the organization; while also working with the FundGuard leadership team
- You will assist the program management director with the development and implementation of key business processes; and complete ad hoc projects as needed
- This role will be a pivotal addition to the team as we build out a U.S. based presence in client delivery and R&D; and increase our U.S. employee footprint
- Support North American growth and business activities
- Assist with office expansion projects
- Coordination of both internal team and client events and offsites
- Assist with administrative functions such as travel arrangements, expense reimbursement, liaising with local accountants and payroll support
- Coordinate administrative office duties such as supplies and ensure the office operates smoothly
- Assist in the coordination of reporting and presentation and/or marketing materials as needed
- Support program management director and sales on key client-centric materials and deliverables
- Manage and drive other strategic initiatives
Our take
The global asset management sector faces many operational inefficiencies. Attempting to revolutionise this space with its AI-powered investment accounting platform is FundGuard. Hosting a multitude of capabilities, the platform streamlines accounting workflows, supporting asset managers with a new wave of solutions.
Said to be the industry's first fully cloud-native investment accounting platform, the product offers an all-encompassing suite of tools. One of the highlights is that the platform allows data that might usually be stored over multiple platforms to be kept in one cohesive store - providing a single source of truth across all systems
An impressive Series C funding instalment in 2024 will allow FundGard to continue product innovation and grow its customer base. Projections for the company look positive, and it certainly has the potential to disrupt investment management if it can continue to deliver what the industry needs.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Mar 2024
$100m
SERIES C
Apr 2022
$40m
SERIES B
Total funding: $156m
Company values
- We bring expertise, professionalism and meticulous attention to detail to every new project
- We foster a culture of inclusivity and open communication, leaving our egos at the door to create a positive workplace dynamic
- We tackle challenges and grasp opportunities with optimism and curiosity while challenging the status quo to propel industry innovation
Company HQ
Dedham, MA
Articles
Leadership
Lior Yogev
(CEO)Previously worked for Goldman Sachs in the Investment Banking Division. Also worked through several roles for Multifonds including Head of North America.
Uri Katz
(VP R&D)Prior work includes CTO and Co-founder of IQurio, and Senior Data Engineer for Natural Intelligence.
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