Senior Associate, Fund Administration – Core IS
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Job Description
Senior Associate managing fund administration tasks for private equity clients in a remote role. Collaborating with teams on process improvement and customer service initiatives.
Responsibilities:
- Build knowledge of our evolving software and the real estate private equity industry.
- Advance use of Juniper Square software to support our fund administration and investor services clients.
- 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.
- Expert ability to communicate operational best practices to clients, while escalating any scope of work deviations to management.
- Manage treasury related activities such as logging LP contributions and handling payments for clients.
- 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:
- 3+ 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
- High level of attention to detail, delivering quality outcomes to our clients.
- 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
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