Full-Time
Manager – Investor Services
Unified investment management platform for private markets
$138,800 - $154,000
Senior
San Francisco, CA, USA + 2 more
- 5+ years of experience in a finance or investment-related role, such as in investment banking, fund or SPV administration, audit or at an investment firm including at least 1 year of people manager experience
- Prior experience building waterfall models in Excel and calculating distribution amounts
- Strong written and verbal communication skills
- High level of integrity and desire to consistently do the right thing for our customers and for the business
- 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!
- Hire, train and lead a team of financial modeling experts that use Juniper Square software and Excel to manage our customers' day-to-day transaction related operations including building waterfalls, calculating distributions, multiple close rebalancing and calculating capital call amounts
- Handle challenging customer situations and improve customer satisfaction
- Perform customer-facing work when needed to support the team including maintaining complex waterfall and capital call models in Excel based on client LPAs and creating distribution and capital call notices using our software
- Review team deliverables for accuracy and ensure SLAs are being met
- Identify and flag areas of improvement in our processes and procedures; lead internal and cross-functional efforts to improve these workflows
- Build systems and process to ensure we are tracking important team and customer-data
- Collaborate with other teams at Juniper Square to ensure we are providing a best-in-class experience to our customers
- Identify product feature requests and work with Product Managers where appropriate
Juniper Square stands out as a leading company in the private markets sector, providing a unified solution for investment partnerships that spans the entire investment lifecycle. Their technology is designed to be current, streamlined, and adaptable, ensuring accurate investor reporting and communications. The company's commitment to eliminating disjointed systems and processes, coupled with its ability to support commercial real estate, private equity, and venture capital firms of all sizes, makes it a dynamic and supportive place to work.
Company Stage
Series C
Total Funding
$241M
Headquarters
San Francisco, California
Founded
2014
6 month growth
↑ 5%1 year growth
↑ 8%2 year growth
↑ 17%Benefits
Competitive salary
Meaningful equity
Health, dental, & vision care
Unlimited vacation policy
Generous paid family leave, medical leave, & bereavement leave policies
401k retirement savings plan
Healthcare FSA & commuter benefits programs
Professional development stipend
Monthly work from home wellness stipend
Mental wellness coverage
Home office productivity allowance