Build knowledge of our evolving software and the real estate private equity industry.
Advance use of Juniper Square software to support our fund administration and investor services clients.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Lead making strategic decisions regarding team buildout and operational policies and procedures
Lead efforts in developing and improving fund administration workflows, applying best practices and process efficiencies
Identify product development opportunities, routing technical, product feedback to the product development teams
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. They offer a values-driven organization with a digital-first hybrid workplace, allowing teams to collaborate effectively across multiple locations.
Join the Operations team and take ownership of start-to-finish processing of Mutual Fund Settlements and Reconciliation.
Assist with projects related to improving existing processes or shipping new products.
Contribute to identifying and mitigating any inherent operational risks as they relate to the overall team.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets, and they value collaboration, humility, and an obsession over quality.
Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers.
Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers.
Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. They invest heavily in digital-first operations, allowing their teams to collaborate effectively and have physical offices in San Francisco, New York City, Mumbai and Bangalore.