Senior Associate, Fund Administration – Core IS

🕒 May 21

🏄 California – Remote

🏄 California – Remote

💵 $75k - $90k / year

⏰ Full Time

🟠 Senior

🖥️ Administration

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Juniper Square

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• Build knowledge of our evolving software and the real estate private equity industry. • Advance use of Juniper Square software to support our fund administration and investor services clients. • Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness. • Support customers during their fundraising process by understanding customer goals and timelines, articulating the value of Juniper Square software and processes. • Monitor customer health and provide feedback to internal teams. • Expert ability to communicate operational best practices to clients, while escalating any scope of work deviations to management. • Manage treasury related activities such as logging LP contributions and handling payments for clients. • Investigate payment breaks and chargebacks; coordinate with bank partners to resolve exception items and ad-hoc requests. • Identify and flag areas of improvement including operational controls, to team leads and/or managers

🎯 Requirements

• 3+ years experience in fund administration or investor services related roles • High level of integrity and desire to consistently do the right thing for our customers and for the business • Strong written and verbal communication skills • High level of attention to detail, delivering quality outcomes to our clients. • Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions • Highly flexible and adaptable to change; ability to handle multiple projects at once while staying close to the details • You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!

🏖️ Benefits

• Competitive salary and meaningful equity • Health, dental, and vision care for you and your family • Flex Time Off in addition to company paid holidays • Generous paid family leave, medical leave, and bereavement leave policies • 401k retirement savings plan • Healthcare FSA and commuter benefits programs • Freedom to customize your work and technology setup as you see fit • Professional development stipend • Monthly work from home wellness stipend while we're all remote • Mental wellness coverage including live coaching and therapy sessions