Senior Associate, Fund Administration (Core IS)

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in our physical office in San Francisco or one of our co-working spaces. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across most US states, two Canadian Provinces, and India.

About your role

Our Investor Services team is an exciting and quickly growing team at Juniper Square that is responsible for tackling high priority workflows for our Fund Administration and Deal Services customers. 

We are seeking a Senior Associate to act as a trusted partner to our real estate private equity customers and their investors. You will act as a generalist, performing a variety of critical activities across a broad set of our services clients. This will involve delivering administration solutions, payments and compliance services. You will grow your project management, communication, customer management, and process improvement skills while delivering positive outcomes to clients and directly impact our customers’ day-to-day operations.

What you’ll do

• 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 …