Juniper Square

Client Relationship Manager, Fund Administration

United States

Juniper Square Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Fund Administration, Private Equity, Venture Capital, Real EstateIndustries

Requirements

Candidates should possess 12+ years of fund administration experience, specifically within private equity, commercial real estate, or related fields. Strong experience in client relationship management is essential, along with a solid understanding of the private markets ecosystem. Demonstrated ability to drive revenue growth and maintain senior-level client relationships is required.

Responsibilities

As a Fund Administration Relationship Manager, you will serve as a strategic partner to clients, maintaining ongoing relationships, advocating for their needs, and identifying opportunities for revenue expansion. You will facilitate communication between clients and internal teams, lead client monitoring programs, oversee key client programs, and provide guidance to delivery teams to ensure service excellence. Additionally, you will support fund accounting team leads during transitions, escalate client issues, and drive remediation plans, while also contributing to internal enablement and representing Juniper Square at client events.

Skills

Relationship Management
Client Advocacy
Revenue Growth
Strategic Planning
Communication
Problem-Solving

Juniper Square

Technology solutions for private investment partnerships

About Juniper Square

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 (GPs) and limited partners (LPs), 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 company's goal is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.

Key Metrics

San Francisco, CaliforniaHeadquarters
2014Year Founded
$234.4MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

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

Risks

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.

Differentiation

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.

Upsides

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.

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