Associate II, Fund Administration (Fundraising)

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 our physical office in San Francisco or one of our co-working spaces. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across most US states, two Canadian Provinces, and India.

About your role

Our Fundraising, IS team is an exciting and quickly growing team at Juniper Square that is responsible for tackling high priority workflows for new and existing customers. We are seeking an Associate II, Fund Administration (Fundraising) to act as a trusted partner to our private capital markets customers and their investors, setting them up for success in fundraising. Your main responsibilities will be to serve as a strategic partner to GPs in subscription workflow planning, review and digitize fund-specific documents to best leverage the Juniper Square workflow, and to enable customers on digital subscriptions while capturing their feedback for continuous product and process improvement. You will grow your client communication, project management, process improvement, and cross-functional collaboration skills in support of customers who are transforming the way they do business by using Juniper Square. We are looking for someone who is eager to support our customers during the fundraising process, and who is excited about the opportunity to learn and build valuable, hands-on experience within a software start-up and investment management.

What you’ll do

• Build knowledge of our evolving software and the private markets to best articulate the value of Juniper Square’s software and processes

• Partner with our customers to understand their fundraising goals and workflows, working cross-functionally to implement the best solution for each customer

• Review and notate customer-specific fund documents; coordinate with customers and their legal counsel to finalize configuration within Juniper Square

• Enable customers to leverage Juniper Square as their source of truth for investor onboarding, including prospect table management and subscription invitation strategy 

• Provide support as customers receive technical questions from prospective investors, de-escalating situations as needed to build customer trust

• Coordinate timelines with other internal teams to meet customer fundraising goals

• Identify and address areas of improvement in our processes and procedures

• Enter and review data in various systems and maintain process documentation

Qualifications

• 2+ years of experience in client-facing roles, with comfortability communicating with General Partners in your day-to-day

• 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 with high attention to detail.

• Highly organized and adaptable to change; ability to handle multiple projects at once while staying close to the details.

• Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions.

• You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $67,000-80,000 USD and the Canadian base salary range for this role is $73,000-110,000k CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. 

Benefits include:

• Competitive salary and meaningful equity

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

• Unlimited vacation policy and paid holidays

• Generous paid family leave, medical leave, and bereavement leave policies

• 401k retirement savings plan

• Healthcare FSA and commuter benefits programs

• Freedom to customize your work and technology setup as you see fit

• Professional development stipend

• Monthly work from home wellness stipend while we're all remote

• Mental wellness coverage including live coaching and therapy sessions

At Juniper Square, we're building a company where all kinds of people from all walks of life are valued and respected. We encourage people from underrepresented backgrounds to apply. If you think this job sounds like you, come join us! We’d love to hear from you.