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Associate, Fund Administration (Core IS) - India

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 a physical office in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.

Position Overview:

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 to act as a trusted partner to our 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, 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 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.

  • Identify and flag areas of improvement including operational controls, to team leads and/or managers

Qualifications

  • 0-2+ 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!

Benefits

Benefits include:

  • Health, dental, and vision care for you and your family

  • Life insurance

  • Mental wellness programs

  • Meal vouchers

  • Industry-leading vacation package in addition to national holidays

  • Paid family leave, medical leave, and bereavement leave policies

  • Retirement saving plans

  • Monthly internet reimbursement

Working hours: 9 to 6 ET (ie. night shift)
Preferred location: Mumbai

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What You Should Know About Associate, Fund Administration (Core IS) - India, Juniper Square

Are you ready to dive into the exciting world of private equity? Juniper Square is on the hunt for an enthusiastic Associate in Fund Administration for our amazing team in India! As part of our Investor Services team, you'll be at the forefront of transforming the private markets, making them more accessible and efficient. Your role will involve acting as a trusted partner for our private equity customers and their investors, handling a variety of essential tasks while ensuring top-notch service delivery. You’ll leverage our cutting-edge software to streamline fund administration and investor services operations while boosting your own project management skills. From helping clients during their fundraising efforts to monitoring their overall experience with us, every day will be diverse and dynamic. You’ll manage critical activities such as treasury-related tasks and be a key player in identifying improvements to our operations. At Juniper Square, collaboration is key, and you'll have the opportunity to work remotely or from one of our offices. If you enjoy problem-solving and thrive in fast-paced environments, this Associate position in Fund Administration could be your perfect fit. Let’s work together to make private markets more efficient, transparent, and accessible to everyone!

Frequently Asked Questions (FAQs) for Associate, Fund Administration (Core IS) - India Role at Juniper Square
What are the primary responsibilities of an Associate in Fund Administration at Juniper Square?

The Associate in Fund Administration at Juniper Square is responsible for various critical functions including managing client interactions, supporting fundraising processes, and ensuring workspace accuracy for our private equity customers. This role requires understanding the goals of clients and utilizing our software to enhance their experience in fund administration. Additionally, the associate will manage treasury activities, provide feedback on customer health, and identify opportunities for operational improvements.

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What qualifications do I need to apply for the Associate, Fund Administration role at Juniper Square?

To be a strong candidate for the Associate, Fund Administration position at Juniper Square, you should have 0-2+ years of experience in fund administration or investor services roles. Key qualifications include strong communication skills, adaptability to changing tasks, and a problem-solving mindset. A high level of integrity and a desire to support customers effectively are also essential in this role.

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How does working at Juniper Square foster a collaborative work environment for Fund Administration Associates?

Juniper Square champions a digital-first strategy that enables collaboration across various locations, including India, the U.S., and Canada. As an Associate in Fund Administration, you will collaborate with team members across continents using advanced digital tools, allowing you to contribute to high-priority workflows while working remotely or in one of our physical offices.

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What skills will I develop as an Associate in Fund Administration at Juniper Square?

As an Associate in Fund Administration at Juniper Square, you will enhance various skills such as project management, client communication, and process improvement. You will gain insights into the private equity industry, sharpen your ability to manage multiple projects effectively, and develop a keen eye for identifying operational enhancements that can significantly impact our customers' experiences.

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What is the working environment like for an Associate in Fund Administration at Juniper Square?

The working environment at Juniper Square is dynamic and flexible. Associates in Fund Administration can choose to work fully remotely or from one of our offices in locations such as Bengaluru. The company's commitment to digital-first operations means you'll be part of a globally distributed team that collaborates effectively, making it an engaging place to grow your career.

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Common Interview Questions for Associate, Fund Administration (Core IS) - India
Can you explain your experience with fund administration or investor services?

When answering, highlight specific roles or experiences that relate directly to fund administration or investor services. Discuss your familiarity with tasks such as managing client relationships, processing payments, and utilizing software solutions to improve efficiency.

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How do you prioritize tasks in a fast-paced environment?

Provide examples from past experiences where you successfully managed multiple tasks. Emphasize your methods for prioritizing urgent tasks, keeping an organized approach, and communicating with team members to ensure deadlines are met.

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What attracted you to the Associate, Fund Administration position at Juniper Square?

Express your excitement about Juniper Square’s mission to improve accessibility in private markets. Mention specific aspects of the role that align with your skills and career goals, such as enhancing fund administration processes or client engagement.

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How would you handle a dissatisfied customer?

Describe your approach to customer service and conflict resolution. Mention your ability to listen actively to clients’ concerns, express empathy, and take proactive steps to resolve issues efficiently while maintaining a positive relationship.

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What strategies would you use to manage treasury-related tasks?

Talk about your experience and attention to detail when it comes to managing financial transactions, including logging LP contributions and handling payments. Highlight the significance of accuracy and compliance in these tasks.

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Describe how you would work with a cross-functional team.

Illustrate your experience working with people from different departments. Emphasize your communication skills, flexibility, and willingness to collaborate to ensure that the project's goals are met effectively.

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Can you provide an example of when you identified an area for improvement in a project or process?

Share a specific instance where you identified an inefficiency and applied a solution. Discuss the positive impact your improvement had on the project or team's productivity.

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What motivates you to work in the private equity industry?

Reflect on your interests in finance, technology, and making a difference. Discuss your passion for the industry and how you see your role contributing to the growth and accessibility of private markets.

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How do you ensure accuracy in your work?

Discuss the methodologies or tools you use to check your work for accuracy. This could include double-checking data entry, using software functionalities, or seeking peer review to maintain high standards.

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What do you expect from your training and onboarding experience at Juniper Square?

Illustrate your eagerness to learn and adapt within a new environment. Indicate your expectation for structured training, mentorship, and opportunities for hands-on experience to excel in your role as an Associate.

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Our mission is to unlock the full potential of private markets.

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Full-time, hybrid
DATE POSTED
March 21, 2025

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