Associate Ii, Fund Administration

Summary

Join Juniper Square's Investor Services team as an Associate II and become a trusted partner to real estate private equity customers and their investors. You will perform a variety of critical activities, including administration solutions, payments, and compliance services. This role offers opportunities to develop project management, communication, and customer management skills while directly impacting customer operations. You will utilize Juniper Square software to support fund administration and investor services, manage treasury activities, and identify areas for operational improvement. The position requires 1-4 years of experience in fund administration or investor services and strong communication and problem-solving skills. Juniper Square offers a competitive salary, equity, and a comprehensive benefits package.

Requirements

• 1-4+ 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
• 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

Responsibilities

• Build knowledge of our evolving software and the real estate private equity industry
• Use Juniper Square software to support our fund administration and investor services customers
• 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
• Balance fulfilling customer requests with adherence to our scope of work and SLAs
• Manage treasury related activities such as logging LP contributions and handling payments for customers
• 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

Preferred Qualifications

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