Expectations
Shape Fund Operations.Build the engine underneath the product.
The funds product is the next launch, and what we need now is the funds expertise to actually build it. A funds product that runs itself — automated where it can be, transparent to customers, audit-ready by default. The opposite of the black box most fund admins still are.
Fund operations, SPV operations, and the finance stack that runs both. Capital calls, reconciliations, valuations, LP reporting, the ledger, tax, audit, controls. You partner with product to embed fund logic into the platform itself, and design the systems underneath that turn manual workflows into automated ones.
In this chapter
Expectations
What we expect
of a Senior.
You're coming in as a Senior. Toggle to see where we expect you to grow as a Lead.
L3 · where you're coming in
To move from Senior to Lead, we'd be looking for at least 40% of the next level sustained over 3–6 months. Pay rises can happen without a promotion →
Culture and Values
- 01
Influences others to embody the company's values; actively contributes to shaping the culture.
- 02
Drives a culture of accountability and transparency; serves as a role model in upholding company standards.
- 03
Leads by example in fostering open communication and feedback within the team.
- 04
Engages in challenging conversations; makes tough decisions in line with company values.
Impact
- 01
Leads projects that significantly contribute to business goals; may work across different areas to solve broader problems.
- 02
Delivers work that moves important business metrics; contributes to setting and achieving key company goals.
- 03
Balances executing work with shaping how projects are approached; can step into leadership when needed.
- 04
Makes independent decisions that significantly impact outcomes; prioritises to maximise effectiveness.
AI as a Lever for Impact
- 01
Sets the standard for AI-augmented work in their area. Uses AI strategically — not just for speed, but to explore better approaches and challenge their own thinking.
- 02
Can critically evaluate AI output, knows its limits, and understands where it's likely to fail. Recognises when AI-generated work is plausible but wrong, and has review habits in place before shipping.
- 03
Helps others in the team use AI more effectively — shares workflows, flags useful tools, and raises the bar for what AI-assisted output should look like.
- 04
Uses AI to stress-test decisions: pressure-testing proposals, exploring edge cases, or generating counterarguments before committing to a direction.
Ownership
- 01
Leads significant projects and can own multiple quarterly goals; takes responsibility for driving progress in key business areas.
- 02
Manages complex projects with multiple stakeholders; ensures outcomes align with business goals.
- 03
Has a deep understanding of their area and possesses deep knowledge of the company and industry. Applies this expertise to influence decisions, solve complex problems, and provide insights that guide the team or project direction.
- 04
Provides expert input and pro-actively challenges people cross-functionally and within their team. Comfortable questioning and challenging decisions made by senior leadership with well-reasoned arguments to drive better outcomes.
- 05
Operates independently with minimal oversight; trusted to make decisions that affect project outcomes.
- 06
Begins participating in the hiring process with guidance; assesses candidates' alignment with company values and cultural fit.