
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.
🔥 8 minutes ago
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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.
• Own end-to-end accountability for Investor Services delivery across a portfolio of the firm's largest and most complex client relationships, including major enterprise engagements requiring white-glove coordination and executive-level partnership. • Lead, develop, and hold accountable a team of Directors and their globally distributed organizations spanning investor onboarding, AML compliance, treasury operations, CRM administration, and investor portal delivery. • Design and execute the organizational structure, staffing model, and capability roadmap required to absorb significant new business volume without sacrificing service quality or team health. • Build and maintain a rigorous quality assurance framework across Investor Services — defining standards, audit mechanisms, and feedback loops that give leadership visibility into operational health and give clients confidence in our execution. • Own the strategic relationship with key enterprise clients, serving as an executive escalation point and a proactive thought partner on how Juniper Square can better serve their evolving needs. • Drive cross-functional alignment with Product, Fund Accounting, Customer Success, Sales, and Compliance to ensure the operating model keeps pace with platform development and market commitments. • Lead workforce planning across a large, globally distributed organization — including headcount modeling, geographic footprint decisions, and succession planning for critical leadership roles. • Establish and own the KPI framework for Investor Services, translating operational data into insights that inform resourcing decisions, client conversations, and strategic planning at the executive level. • Identify and lead initiatives to improve automation, workflow efficiency, and controls — especially in high-volume, high-stakes areas like LP onboarding and capital event processing. • Represent Investor Services in firm-wide strategic discussions, contributing operational perspective and market intelligence to product, go-to-market, and leadership planning.
• 15+ years of experience in investor services at a fund administrator • 10+ years of experience leading managers, including demonstrated experience building and scaling multi-tiered leadership organizations across geographies. • Deep operational expertise across the investor lifecycle — including LP onboarding, AML/KYC, capital activity, treasury workflows, CRM systems, and investor portal management. • Proven track record leading complex, high-stakes client engagements at an enterprise scale, including direct accountability for executive-level client relationships. • Experience owning organizational design — not just managing headcount, but building the structure, roles, and processes a growing business needs before it feels the pain of not having them. • Demonstrated ability to build and operate quality assurance programs that surface operational risk, drive accountability, and improve outcomes at scale. • Comfortable operating across private equity, venture capital, private credit, and real asset fund structures across multiple jurisdictions. • Strong executive presence with the communication skills to operate credibly with sophisticated clients, internal leadership, and distributed teams simultaneously. • Data-driven decision-maker with experience translating operational metrics into strategic action. • Proven ability to lead through ambiguity, build structure in a fast-moving environment, and hold a high standard without defaulting to rigidity.
• 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
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