Associate II, Fund Administration (Core IS)

Juniper Square; Naucalpan de Juárez; A distancia; MXN 1,190,000 - 1,466,000; Jornada completa

Descripción de la vacante

A financial technology company in Naucalpan de Juárez is seeking an Associate II to support fund administration and investor services. This role requires at least 1 year of relevant experience and strong communication skills. You will act as a trusted partner to clients, managing critical workflows and ensuring customer satisfaction. The company offers flexible working options, competitive salary, and extensive benefits.

Servicios

Competitive salary

Health, dental, and vision care

Flex Time Off

Generous paid family leave

401k retirement savings plan

Professional development stipend

Formación

• 1+ years experience in fund administration or investor services.
• High level of integrity and desire to excel in customer service.
• Ability to manage multiple projects effectively.

Responsabilidades

• Build knowledge of software and real estate private equity industry.
• Use software to support fund administration and investor services.
• Balance fulfilling customer requests with scope adherence.
• Manage treasury-related activities for customers.

Conocimientos

Fund administration experience

Strong communication skills

Self-starter

Flexibility and adaptability

Descripción del empleo

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 physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

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 real estate 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, customer management, 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 real estate private equity industry.

• 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+ 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!

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

Compensation

Compensation for this position includes a base salary, and a variety of benefits. The U.S. base salary range for this role is 65,000-80,000 USD and the Canadian base salary range for this role is 70,000-85,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits

• Competitive salary and meaningful equity

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

• Flex Time Off in addition to company 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