Associate II, Fund Administration (Core IS)

View full description

Requirements:

• 1-4+ 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
• 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
• You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!

Responsibilities:

• Build knowledge of our evolving software and the real estate private equity industry.
• Use Juniper Square software to support our fund administration and investor services customers.
• 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.
• Balance fulfilling customer requests with adherence to our scope of work and SLAs
• Manage treasury related activities such as logging LP contributions and handling payments for customers.
• 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