Vice President- Yardi Onboarding
Core
Lead the Real Assets Client Onboarding team to manage accounting setup, systems configuration, and data migration for new clients using Yardi Voyager Investment Management.
Role type
Senior leadership (Vice President) for client onboarding and fund accounting operations
Builds
Global standard operating models for client onboarding and fund accounting workflows
Domain
Real estate investment management and fund accounting
Required skills
Team leadership and coaching, complex project delivery, business process optimization, real estate operations review, financial statement analysis (Fair Value, GAAP, IFRS), performance reporting (NCREIF, GIPS), data analysis and integration, stakeholder coordination
Preferred skills
CPA or CFA certification, Yardi Investment Management module experience, NCREIF/GIPS reporting experience
Technologies
Yardi Voyager Investment Management, Citco systems
Responsibilities
Manage and execute high-priority client fund onboarding initiatives; Plan resources and lead the recruitment, coaching, and development of team members; Prepare client service plans and select technology solutions; Coordinate data migration and system setup for new clients; Maintain pro-active customer focus and liaise between client staff and internal accounting/operations teams
Seniority
Senior, hands-on IC with team management responsibilities