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About the Role

The Investor Services team is seeking an Associate II to act as a trusted partner to real estate private equity customers and their investors. This generalist role involves performing critical activities across a broad set of services clients, delivering administration solutions, payments, and compliance services. You will develop project management, communication, customer management, and process improvement skills while positively impacting customer operations.

Responsibilities

Build knowledge of evolving software and the real estate private equity industry.
Use Juniper Square software to support fund administration and investor services customers.
Perform workspace management tasks, including investor position creation and reviewing workspaces for accuracy and completeness.
Support customers during their fundraising process by understanding goals and timelines, and 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 scope of work and SLAs.
Manage treasury-related activities such as logging LP contributions and handling payments.
Investigate payment breaks and chargebacks, coordinating with bank partners to resolve exceptions 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 customers and the business.
Strong written and verbal communication skills.
Ability to be a self-starter: identify problems and take ownership of finding and implementing solutions.
Highly flexible and adaptable to change; ability to handle multiple projects simultaneously while staying close to details.
Sees opportunity in ambiguity; has a vision for building something new and big.
Must be available to work primarily during Pacific or Mountain Time business hours.

Skills

Project management
Communication
Customer management
Process improvement
Fund administration
Investor services
Treasury management
Payment investigation
Problem-solving

Location

Remote
San Francisco
New York City
Mumbai
Bangalore

Work Type

Remote
Hybrid
Onsite

Experience Level

Associate

Salary/Compensations

$65,000-75,000 USD
$70,000-80,000 CAD

Benefits

Competitive salary
Meaningful equity
Health, dental, and vision care
Flex Time Off
Company paid holidays
Generous paid family leave
Medical leave
Bereavement leave
401k retirement savings plan
Healthcare FSA
Commuter benefits programs
Freedom to customize work and technology setup
Professional development stipend
Monthly work from home wellness stipend
Mental wellness coverage including live coaching and therapy sessions

About the Company

Juniper Square is a company dedicated to unlocking the potential of private markets by providing an Operations Partner platform for GPs and investors.
The platform unifies technology, data, and fund administration services.
Over 2,300 GPs and 700,000+ LPs use the platform, with over $300B under administration.
The company utilizes AI through JunieAI to embed intelligence across workflows.
Founded in 2014, Juniper Square is founder-led, has raised over $350M in funding, and employs over 1,000 people.
The company culture values ambitious, meaningful work, ownership, urgency, problem-solving, open debate, collaboration, diverse perspectives, transparency, and feedback.
Juniper Square offers flexible work arrangements, including fully remote options and physical offices in San Francisco, New York City, Mumbai, and Bangalore.
The company operates across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.

Equal Opportunity

Juniper Square believes building a diverse workforce and an inclusive culture makes us a better company.
Encourages application even if not all qualifications are met.