Fund Solutions Consultant

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Biotechnology, Real Estate, Private EquityIndustries

Requirements

Candidates must have over 10 years of experience in fund accounting, client services, relationship management, or audit within the fund administration sector. Exceptional communication and presentation abilities are essential, along with the skill to manage prospect expectations and unite stakeholders. Comprehensive knowledge of complex accounting practices, private equity investment frameworks, and private fund reporting standards is required. Proven ability to engage confidently with C-suite executives and senior leaders, showcasing expertise in industry and technical matters, is necessary. Strong interpersonal skills complemented by keen commercial insight are also required. Experience with leveraged buyout funds is preferred, and proficiency in Salesforce or similar tools is advantageous.

Responsibilities

The Fund Solutions Consultant will partner with Account Executives to target sales opportunities in fund administration for new and existing clients. This role involves managing and addressing all technical inquiries from potential clients, determining client requirements, and ensuring alignment with Juniper Square’s capabilities, especially for complex or specialized fund structures. The consultant will establish trust with prospective clients by demonstrating an in-depth understanding of their business needs, assessing their needs, and collaborating to tailor and price services. They will engage with potential clients to understand concerns and demonstrate how Juniper Square’s solutions meet their needs, develop relationships with Fund Administration team leaders for cross-functional collaboration, and identify product and service evolution opportunities based on client feedback. Additionally, the consultant will forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions.

Skills

Fund Administration

Accounting

Private Equity

Client Consultations

Sales

Communication

Presentation Skills

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.

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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