Manager, Fund Administration – Investor Services

🕒 May 20

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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

• Lead, coach, and develop a team of Investor Services Associates and Assistant Managers. • Own team-level performance metrics including SLA adherence, quality, and customer satisfaction. • Serve as a senior escalation point for complex or high-priority customer issues and partner across internal teams to drive resolution. • Manage capacity planning, workload prioritization, and resource allocation across the team. • Champion process improvement, automation, and operational controls initiatives; surface product enhancement opportunities to leadership. • Develop and execute training plans for new and existing team members. • Build trusted, advisory-level relationships with customer leadership across the book of business. • Partner with Product, Sales, and Operations to align Investor Services priorities with broader company objectives. • Report on team health, performance trends, and service risks to senior leadership. • Proactively identify new service opportunities and translate them into operational proposals.

🎯 Requirements

• 6-10+ years of experience in fund administration, investor services, or a related financial services role. • 2+ years of people management experience with a track record of building high-performing teams. • Deep knowledge of investor services operations and the private markets landscape. • Strong analytical skills with experience using data to manage team performance and drive decisions. • Excellent communication skills, including experience presenting to and influencing senior stakeholders. • Proven ability to manage cross-functional relationships and align teams around shared goals. • Highly organized and detail-oriented; able to manage competing priorities in a fast-paced environment. • Experience leading process improvement initiatives and driving operational change at scale.

🏖️ 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