Senior Associate, Fund Administration – Core IS

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

📋 Description

• Develop 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 duties on behalf of our clients, which includes the creation of investor positions and reviewing workspaces for precision and completeness.

• Aid clients during their fundraising efforts by comprehending their objectives and timelines, as well as conveying the advantages of Juniper Square software and its processes.

• Track customer satisfaction and relay insights to internal teams.

• Demonstrate exceptional communication skills to convey operational best practices to clients, while reporting any deviations in scope of work to management.

• Oversee treasury-related tasks such as recording LP contributions and processing payments for clients.

• Examine payment discrepancies and chargebacks; collaborate with banking partners to resolve exceptional items and ad-hoc requests.

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

⛳️ Requirements

• Minimum of 3 years of experience in fund administration or roles related to investor services.

• High degree of integrity and a commitment to consistently doing what is right for our clients and the business.

• Excellent written and verbal communication abilities.

• Strong attention to detail with a focus on delivering quality results for our clients.

• Self-motivated: you are capable of identifying issues and taking charge of devising and implementing solutions.

• Highly adaptable and flexible in the face of change; able to manage multiple projects simultaneously while maintaining a focus on details.

• You perceive opportunities in uncertainty; this role is ideal for you if you have a vision for creating something innovative and significant!

🏝️ Benefits

• Competitive salary and valuable equity options.

• Health, dental, and vision insurance 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 Flexible Spending Account (FSA) and commuter benefits programs.

• Freedom to customize your work environment and technology setup as you prefer.

• Professional development allowance.

• Monthly wellness stipend for remote work while we are all working from home.

• Mental health support including live coaching and therapy sessions.