Juniper Square is hiring a
Senior Associate

Summary

Join Juniper Square as a Senior Associate in the Investor Services team and contribute to tackling high-priority workflows for Fund Administration and Deal Services customers. As a trusted partner, you will deliver administration solutions, payments, and compliance services while growing your project management, communication, customer management, and process improvement skills.

Requirements

• 2-8+ 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

Responsibilities

• 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

Benefits

• Competitive salary
• Meaningful equity
• Health, dental, and vision care for you and your family
• Unlimited vacation policy and 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