Associate - Investor Services
1 week ago
About Juniper Square:
Our mission is to make the world's private capital markets more efficient, transparent, and accessible. Privately owned assets like commercial real estate make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets and as a result bringing access to millions who don't currently benefit from one of the most productive corners of our financial ecosystem.
About your role:
- Our Investor Services team is an exciting and quickly growing team at Juniper Square that is responsible for tackling high priority workflows for our Fund Administration and Deal Services customers.
- We are seeking an Associate II to act as a trusted partner to our real estate private equity customers and their investors. You will act as a generalist, performing a variety of critical activities across a broad set of our services clients.
- This will involve delivering administration solutions, payments and compliance services. You will grow your project management, communication, customer management, and process improvement skills while delivering positive outcomes to clients and directly impact our customers' day-to-day operations.
What you'll do:
- 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 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
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