Account Management Associate, Moonfare
Global private equity investment platform
Job no longer available
Global private equity investment platform
201-500 employees
Job no longer available
201-500 employees
Company mission
To lead a new era for private equity investing and open the door to higher returns for more people.
Role
Who you are
- 2–3 years of experience in account management, customer success, operations, investor relations, or a similar client-facing role
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field
- Excellent communication and interpersonal skills, with the ability to build trust and credibility with sophisticated or institutional clients
- Experience using CRM tools such as HubSpot; familiarity with data or analytics platforms (e.g., Tableau) is a plus
- Highly organised with exceptional attention to detail and strong time-management abilities
- A proactive problem-solver with a hands-on mentality who can work both independently and collaboratively
- If you feel you do not meet all of the requirements, we still encourage you to apply!
What the job involves
- We’re seeking a proactive and detail-oriented Account Management Associate to join our growing US team. In this role, you will support our US investor base, strengthen long-term relationships, and ensure an exceptional client experience.
- You’ll work closely with the Investor Relations, Operations, Compliance, and Product teams to facilitate seamless onboarding, maintain accurate client data, and contribute to strategic initiatives that enhance the investor journey
- This role is ideal for someone with strong communication skills, a client-centric mindset, and experience supporting sophisticated clients in a fast-paced, high-growth environment
- Serve as a primary point of contact for US-based investors, supporting onboarding, platform training, account setup, and general account servicing
- Respond promptly and professionally to investor inquiries via email, phone, and live chat
- Maintain accurate and up-to-date investor records, partnership details, and activity logs in the CRM (HubSpot)
- Coordinate with cross-functional teams, including KYC, Compliance, Legal, Fund Operations, and Product—across multiple continents and time zones to ensure efficient and compliant onboarding processes
- Collaborate on strategic initiatives and contribute to cross-departmental projects aimed at enhancing the overall client journey
- Provide insights and feedback to Product and Operations teams to help refine processes, tools, and user experience
Our take
Many high-level investment opportunities are solely reserved for financial institutions. This means that top-tier equity funds are completely out of reach for most private investors. Moonfare solves this problem by giving individuals access to institution-level investing.
Moonfare's platform allows investors to participate in funding rounds offered by some of the biggest investing companies, including The Carlyle Group and Tiger Global. The company offers investment opportunities with investment minimums as low as €50,000, which is about 100x less than the traditional minimum. So, while not everyone can afford to make investments through the company, a much larger pool of people have the ability to enter private markets.
Moonfare is headed up by an impressive team of KKR, BlackRock, Amazon and J.P. Morgan alums, which adds significant credibility to its product. The platform has also grown considerably since launching and more recently partnered with Fundcraft to enhance its digital infrastructure, automate fund administration, KYC, and capital call processes. This integration enables eligible investors to register and invest directly online in minutes, an exciting feat which will surely catch the eye of many investors.
Steph
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2023
$15m
SERIES C
Mar 2022
$35m
SERIES C
Total funding: $217m
Company benefits
- Attractive compensation: We benchmark our compensation against other Fintechs and aim to pay at the 75th percentile.
- Relax and Recharge: You start your career at Moonfare with 25 vacation days and earn one extra day per year of tenure. Additionally, we have company-wide days off on different occasions.
- Growth budgets: Each full-time employee receives a minimum of €1,500 growth budget/ year that can be used for seminars, coaching, certification or other things that fosters your growth.
- Free daily lunches: On top of snacks, fruits, cereals and drinks, we offer lunch in our Berlin office and generous lunch budgets in our other offices.
- Mental health support: Our mental health platform nilo.health gives all employees access to online counseling, daily meditations and mindfulness workshops.
- Other benefits: We also offer a variety of other benefits like company parties and events, a referral bonus of €2,000, spontaneous company-wide vacation and company merch.
Company HQ
Mitte, Berlin, Germany
Leadership
Dr Steffen Pauls
(Co-Founder, CEO & Chairman)Previously worked as a Project Leader at the Boston Consulting Group, and as Managing Director & Head of Germany at KKR. Has founded companies such as MOMENTAR and 7 Global Capital.
Alexander Argyros
(Co-Founder & Board Member)Co-founder of BlueLayer. Previously co-founded Somuchmore where they served as the Managing Director. They have also spent time at KKR and J.P. Morgan as an Associate.
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