Senior Associate, Fund Administration – Core IS

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Acquire knowledge about our dynamic software and the real estate private equity sector.

• Enhance the utilization of Juniper Square software to assist our fund administration and investor services clients.

• Conduct workspace management activities on behalf of our clients, including the creation of investor positions and verifying the accuracy and completeness of workspaces.

• Aid clients during their fundraising efforts by comprehending their objectives and timelines, and clearly communicating the value of Juniper Square software and its processes.

• Track customer health and relay feedback to internal teams.

• Possess expert capability to convey operational best practices to clients, while promptly escalating any deviations from the scope of work to management.

• Oversee treasury-related tasks such as recording LP contributions and managing client payments.

• Investigate payment discrepancies and chargebacks; collaborate with banking partners to address exceptions and fulfill ad-hoc requests.

• Identify and highlight areas for improvement, including operational controls, to team leads and/or managers.

⛳️ Requirements

• Over 3 years of experience in fund administration or investor services-related positions.

• A strong commitment to integrity and a consistent desire to act in the best interest of our customers and the business.

• Excellent written and verbal communication skills.

• High attention to detail, ensuring quality outcomes for our clients.

• Ability to be a proactive self-starter: you recognize problems and take initiative to find and implement solutions.

• Highly flexible and adaptable to change; capable of managing multiple projects simultaneously while remaining detail-oriented.

• You perceive opportunities in uncertainty; this role is ideal for you if you envision building something innovative and substantial!

🏝️ Benefits

• Competitive salary and significant equity.

• Health, dental, and vision insurance for you and your family.

• Flex Time Off in addition to company-paid holidays.

• Generous policies for paid family leave, medical leave, and bereavement leave.

• 401k retirement savings plan.

• Healthcare FSA and commuter benefits programs.

• Freedom to tailor your work and technology setup to your preferences.

• Professional development stipend.

• Monthly wellness stipend for working from home during our remote period.

• Mental wellness coverage, including live coaching and therapy sessions.