About Juniper Square

Our mission is to make the world’s private capital markets more efficient, transparent, and accessible. Privately owned assets like commercial real estate make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets and as a result bringing access to millions who don’t currently benefit from 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. We’ve tripled our team in each of the past three years while maintaining an excellent culture and staying true to our values. We are well-funded and building for the long-term, and are on track to triple our headcount again this year. We need YOU to help us achieve our mission.

About your Role

As an Operations Analyst, you will be working directly with the largest investment managers and limited partners, get experience managing investment and asset data, and become an expert in the Juniper Square product and the associated reporting network. You will develop tools and collateral to make these reporting processes more efficient as the business grows. This is a wonderful cross-functional team to join as you will collaborate with colleagues from product development, sales, solutions engineering and customer success. 

What you’ll do: 

• Manage a reporting pipeline and ensure accurate and timely quarterly reporting through the Juniper Square network between investment managers and their limited partners
• Onboard new investment managers to the Juniper Square network and set them up for future, recurring independent reporting
• Initiate conversations to learn more about GPs and escalate to Account Managers and Account Executives as necessary
• Coordinate and train current Juniper Square customers to report through their existing investor portals
• Review, analyze, and audit manager-provided investor capital account balances, transactions, and property-level holdings
• Learn to upload, extract, and transform data using the Juniper Square application and other software tools
• Keep up-to-date records of project reporting statuses relied upon by multiple internal teams
• Coordinate cross-functionally (product operations, product, sales, engineering) to provide a great experience for both investment managers and their limited partners
• Recommend improvements to our application and operations based on your experiences

Qualifications

• Bachelor’s degree required
• 2-3 years of experience working with complex datasets in Microsoft Excel
• Experience and comfort working with institutional clients and high level executives, strongly desired
• Strong attention to detail; analytical and inquisitive nature
• Excellent written and verbal communication skills
• Empathy for customers and passion for helping them
• Self-starter personality; comfort with ambiguity and rapidly changing environments
• Interest in software and finance; familiarity with real estate private equity concepts or asset management a plus
• Ability to manage multiple projects in a fast-paced startup environment

Benefits

• Competitive salary and meaningful equity
• Health, dental, and vision care for you and your family
• Unlimited vacation policy and paid holidays
• Generous paid family leave, medical leave, and bereavement leave policies
• 401k retirement savings plan
• Professional development stipend
• Healthcare FSA and commuter benefits programs
• Monthly work from home wellness stipend while we're all remote
• Mental wellness coverage including live coaching and therapy sessions

At Juniper Square, we're building a company where all kinds of people from all walks of life are valued and respected. We encourage people from underrepresented backgrounds to apply. If you think this job sounds like you, come join us! We’d love to hear from you.