Job description
About Juniper Square
Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your role
The Investor Services group is an exciting and fast growing team at Juniper Square that is responsible for delivering administration services. We are seeking an experienced Investor Services Manager to act as a trusted partner to our venture capital, real estate and buyout private equity customers and their investors. This will involve handling a broad suite of Treasury and Services activities including distribution/redemption payments, contribution reconciliation, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and more
You will grow your project management, communication and process improvement skills while delivering positive outcomes for clients. We are looking for someone who is eager to directly impact our customers’ day-to-day operations and who is excited about the opportunity to scale our team’s operations in India as we reach our next phase of growth.
What you’ll do
Use Juniper Square software to support our investor services customers
Manage treasury related activities such as logging incoming LP contributions and initiating outgoing payments
Perform AML activities including GP onboarding, LP onboarding and Source of Funds checks
Conduct KYC / Watchlist monitoring checks on individuals and entities; investigate and resolve any issues
Perform workspace management tasks on behalf of our clients, including creating new contacts and positions and bulk uploading new client data
Disseminate K-1 documents and other client reports through the Juniper Square software
Monitor customer health and provide feedback to internal teams
Identify and flag areas of improvement in our processes and procedures
Build knowledge of our evolving software, the fund administration industry and private capital markets
Qualifications
4-6 years experience in fund administration or investor services related roles
Experience with standard services activities including treasury, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and other ancillary activities
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!
Fluent in English with excellent communication abilities
