Senior Associate, Fund Administration – Core IS

This is a fully remote position, open to applicants in California.

📋 Description

• Acquire expertise in 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 clientele.

• Execute workspace management responsibilities on behalf of our clients, which includes creating investor positions and verifying workspaces for accuracy and thoroughness.

• Aid customers throughout their fundraising endeavors by comprehending their objectives and timelines, while effectively communicating the advantages of Juniper Square software and processes.

• Track customer satisfaction and relay insights to internal teams.

• Demonstrate exceptional ability to convey operational best practices to clients, while bringing any deviations from the scope of work to management's attention.

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

• Investigate issues related to payment breaks and chargebacks; collaborate with banking partners to address exceptions and special requests.

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

⛳️ Requirements

• A minimum of 3 years of experience in fund administration or investor services roles.

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

• Excellent written and verbal communication abilities.

• High attention to detail, ensuring the delivery of quality results for our clients.

• Self-motivated: you can identify challenges and take initiative in finding and implementing solutions.

• Highly adaptable and flexible in the face of change; capable of managing multiple projects simultaneously while keeping a close eye on details.

• You thrive in uncertain situations; this role is ideal if you possess a vision for creating something innovative and significant!

🏝️ Benefits

• Competitive salary along with substantial equity options.

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

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

• Extensive paid family leave, medical leave, and bereavement leave policies.

• 401k retirement savings plan.

• Healthcare FSA and commuter benefits programs.

• Freedom to personalize your work and technology setup according to your preference.

• Professional development stipend.

• Monthly wellness stipend for working from home while we operate remotely.

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