Full-Time
Associate Services Manager
Unified investment management platform for private markets
Entry, Junior
San Francisco, CA, USA + 2 more
- 0-1 years of experience in a customer-facing or project management role
- 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 attention to detail
- 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!
- Build knowledge of our evolving software, the real estate industry, and private markets more broadly
- 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, bulk uploading new client data, and reviewing workspaces for accuracy and completeness
- Disseminate K-1 documents and other client reports through the Juniper Square software
- Assist on ad-hoc client requests across our suite of services in partnership with other Investor Services teams; coordinate directly with clients on activities and issue resolution as needed
- Identify and flag areas of improvement in our processes and procedures
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