Associate II, Fund Administration – Core IS

Posted 2ds ago

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Job Description

Associate II supporting real estate private equity customers by managing fund administration tasks. Building knowledge of software and performing client management roles in a rapidly growing team.

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

Requirements:

  • 1+ 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!

Benefits:

  • Competitive salary and meaningful equity
  • Health, dental, and vision care 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 FSA and commuter benefits programs
  • Freedom to customize your work and technology setup as you see fit
  • Professional development stipend
  • Monthly work from home wellness stipend while we're all remote
  • Mental wellness coverage including live coaching and therapy sessions