Juniper Square · 1 day ago
Manager, Fund Administration (Capital Events)
United States
Full-time
Remote
Mid, Senior Level
$130K/yr - $145K/yr
7+ years exp
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Responsibilities
Perform customer-facing work to support the team including maintaining complex waterfall and capital call models in Excel based on client LPAs and creating distribution and capital call notices using our software
Handle challenging customer situations and improve customer satisfaction
Review team deliverables for accuracy and ensure SLAs are being met
Identify and flag areas of improvement in our processes and procedures; lead internal and cross-functional efforts to improve these workflows
Build systems and process to ensure we are tracking important team and customer-data
Collaborate with other teams at Juniper Square to ensure we are providing a best-in-class experience to our customers
Serve as a technical expert and key advisor on significant business decisions for the team
Identify product feature requests and work with Product Managers where appropriate
Qualification
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Required
7+ years of experience in a financial services, investment management, or accounting-related role
Prior experience building waterfall models in Excel and calculating distribution amounts
Strong systems experience; Investran is a plus
Strong written and verbal communication skills
High level of integrity and desire to consistently do the right thing for our customers and for the business
Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions
Passion for technology and a desire to use technology to improve business operations
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
Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Company
Juniper Square
Juniper Square operates an investment management platform for commercial real estate, private equity, and venture capital companies.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$241MKey Investors
Owl Rock CapitalRedpointRibbit Capital
2023-02-13Series Unknown· $133M
2019-11-21Series C· $75M
2018-12-12Series B· $25M
Leadership Team
Alex Robinson
Co-Founder & CEO
Adam Ginsburg
Co-Founder and Head of Product
Recent News
2024-12-13
The Real Deal
2024-12-02
Company data provided by crunchbase
