Full-Time

Manager – Fund Administration

Capital Events

Confirmed live in the last 24 hours

Juniper Square

Juniper Square

501-1,000 employees

Technology solutions for private investment partnerships

Fintech
Financial Services

Compensation Overview

$130k - $150kAnnually

+ Bonus + Equity

Senior, Expert

Remote in USA

Offers remote work options and physical offices across 27 U.S. states.

Category
Investment Banking
Private Equity
Finance & Banking
Required Skills
Product Management
Excel/Numbers/Sheets
Financial Modeling

You match the following Juniper Square's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 7+ years of experience in a financial services, investment management, or accounting-related role
  • 2+ years of experience as a people manager
  • Prior experience building waterfall models in Excel and calculating distribution amounts
  • Strong systems experience; Investran is a plus
  • 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
  • Passion for technology and a desire to use technology to improve business operations
  • 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!
Responsibilities
  • 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
  • Perform customer-facing work 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
  • Handle challenging customer situations and improve customer satisfaction
  • 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
  • Serve as a technical expert and key advisor on significant business decisions for the team
  • Identify product feature requests and work with Product Managers where appropriate

Juniper Square provides a comprehensive platform for managing private investment partnerships in sectors like commercial real estate, private equity, and venture capital. The platform supports all phases of the investment lifecycle, including fundraising, investor operations, and fund administration. It connects general partners and limited partners, facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps reduce manual work and accelerates investment closings. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and complexity. The goal of Juniper Square is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.

Company Stage

Late Stage VC

Total Funding

$234.4M

Headquarters

San Francisco, California

Founded

2014

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

-3%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Forstone Luxembourg expands global fund administration capabilities.
  • Integration with AltExchange unlocks new alternative investment opportunities.
  • Surpassed $1 trillion in investor equity, showcasing rapid growth.

What critics are saying

  • Increased competition from emerging fintech startups could erode market share.
  • Integration of Forstone Luxembourg may disrupt existing workflows if mismanaged.
  • Rapid international expansion exposes Juniper Square to unfamiliar regulatory environments.

What makes Juniper Square unique

  • Juniper Square offers a universal system for private investment partnerships.
  • The platform provides a 360-degree view of investment data for stakeholders.
  • Juniper Square supports firms of all sizes, regardless of investment complexity.

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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