Associate II, 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 II 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.
Conduct thorough reviews and assessments of Anti-Money Laundering (AML) and Know Your Customer (KYC) documentation to ensure compliance with regulatory requirements and internal policies.
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 managers
Qualifications
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!
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
At Juniper Square, we’re on a mission to unlock the full potential of private markets, and we’re thrilled to invite an enthusiastic Associate II, Fund Administration to join our growing Investor Services team in India. In this exciting role, you’ll work as a trusted partner to our private equity customers, navigating a variety of critical activities that directly influence their investment success. Your responsibilities will encompass essential tasks, from managing compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) documentation to utilizing our innovative software to assist clients in fund administration. With your strong communication and project management skills, you’ll facilitate positive outcomes for customers while offering solutions tailored to their needs. You’ll also take the lead on treasury activities, resolving payment issues, and enhancing operational controls. We prioritize flexibility, and whether you thrive working remotely or prefer occasional office meetings in San Francisco, New York City, or Bangalore, we cater to your style. Join us in our digital-first approach that enables seamless collaboration with teams across multiple locations! The ideal candidate will possess 1-4 years of relevant experience, have a keen eye for detail, and be eager to embrace the dynamic landscape of private equity. If you’re passionate about utilizing technology to improve market accessibility and thrive in a values-driven organization, Juniper Square is the place for you!
Our mission is to unlock the full potential of private markets.
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