Juniper Square

Financial Crime

• Oversee the day to day operational AML/KYC lifecycle, including investor onboarding, ongoing monitoring, sanctions screening, and beneficial ownership identification.
• Actively work the daily queue alongside the Compliance Associates while monitoring workflow distribution to ensure onboarding deadlines and operational targets are met.
• Review and approve Associate-level determinations on sanctions screening, complex UBO analysis, and Enhanced Due Diligence (EDD) cases, serving as the primary quality gate before escalation to the AML Manager.
• Investigate high complexity investor profiles and complex structures, including corporates, trusts, foundations, and high risk individuals such as Politically Exposed Persons (PEPs).
• Review and validate AML reliance letters during the onboarding process to ensure third-party compliance meets required regulatory standards.
• Identify recurring quality trends or knowledge gaps during daily casework reviews, feeding these insights back to the AML Manager to help shape future team training and workshops.
• Drive the operational execution of ongoing remediation projects, KYC refresh exercises, AML reliance letter testing etc, while managing timelines and tracking data integrity metrics to ensure efficient file cleanups.
• Review, validate, and sign off on investor FATCA and CRS (AEOI) operational workflows and documentation.
• Serve as the primary BAU support and initial operational escalation point for compliance queries across both the Fund Administration and GPX business lines
• Support the AML Manager with broader process optimizations, system platform migrations, and new fund launches as needed.
• Assist in preparing ongoing, ad hoc operational metrics and report generation for senior leadership.
• Maintain audit ready file standards across the entire team, assisting with the resolution of internal or external audit findings.

Assistant Manager, Fund Administration – AML

Accounting Manager

• Own the end-to-end fund accounting function for a book of real estate private credit clients, including NAV calculations, financial statement preparation, capital activity processing (calls, distributions, recallable capital), and fee/carry calculations
• Oversee accounting for underlying credit positions — interest income accruals, OID/PIK treatment, origination fees, prepayments, and loan modifications — ensuring accuracy and consistency across client portfolios
• Review and sign off on complex waterfall calculations, preferred return hurdles, catch-up mechanics, and LP/GP allocations across fund structures of varying complexity
• Oversee preparation and review of quarterly and annual financial statements (GAAP/IFRS as applicable), investor capital statements, and management reporting packages delivered to clients and their LPs
• Serve as the primary operational lead for annual audit and tax processes — coordinating with external auditors, tax advisors, and client finance teams to ensure clean, timely completion
• Act as a senior point of contact for client CFOs, controllers, and finance teams; manage escalations professionally, set and maintain service expectations, and proactively surface issues before they become problems
• Manage and mentor a team of fund accounting professionals across levels (managers, associates, senior associates); own hiring, performance management, workload distribution, and career development within your team
• Drive continuous improvement across workflows, controls, and documentation; partner with internal technology and product teams to improve how Juniper Square's platform supports real estate credit accounting needs
• Partner cross-functionally with Investor Services, Compliance, Legal, and Product teams to deliver a seamless client experience and inform the evolution of Juniper Square's real estate credit service offering

Director – Real Estate Credit, Fund Administration

Product Marketing

• Build and own the PMM knowledge harness.
• Build, deploy, and iterate on AI agents that produce PMM outputs.
• Own editorial quality and system trust.
• Run the internal PMM service layer.
• Measure and improve system performance.

Product Marketing Engineer

Recruitment

• Build and execute tailored, AI-assisted sourcing strategies for each search – designing repeatable workflows for identifying, engaging, and converting passive candidates at scale across both technical and business disciplines
• Use data and pipeline analytics to continuously refine sourcing effectiveness, tracking conversion rates, outreach response rates, and time-to-fill to inform decisions in real time
• Maintain a proactive, systems-based approach to talent mapping – building and benchmarking pipelines before requisitions open, not after
• Leverage AI tools to automate repeatable sourcing and screening tasks, freeing capacity for high-judgment work: calibration conversations, passive candidate engagement, and closing
• Serve as a credible business partner to both technical and business leaders – bringing market intelligence, calibration depth, and a willingness to challenge requirements when the data supports it
• Set clear expectations with hiring managers on search strategy, pipeline health, and trade-offs – using data to frame difficult conversations rather than avoiding them
• Develop trusted relationships with hiring managers, interviewers, and department leaders by delivering consistent follow-through and proactive communication throughout every search
• Own the candidate experience end-to-end – treating every touchpoint as a brand-building moment and holding yourself accountable to response SLAs and communication quality even when hiring teams are slow
• Identify high potential beyond keyword matching – assessing capability, trajectory, and culture contribution through thoughtful screening and structured evaluation
• Balance immediate hiring goals with long-term pipeline building across both technical and business talent markets
• Continuously audit your own workflows for inefficiency – designing AI-assisted solutions to reduce manual burden in application review, outreach, scheduling, and status communication
• Use our ATS (Ashby) not just for tracking but for insight generation – maintaining data integrity and delivering pipeline health reports that drive action
• Navigate challenges with candidates, colleagues, and hiring teams using a solutions-oriented, collaborative approach

Senior Recruiter, Technical – Business

Financial Planning and Analysis

• Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams.
• Provide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targets.
• Translate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investments.
• Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the year.
• Lead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targets.
• Own monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the business.
• Maintain accurate headcount forecasts for your departments.
• Manage OpEx planning across both departments.
• Own the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadership.
• Review and validate actuals each month in coordination with the Accounting team.
• Dig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actions.
• Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics.

Finance Director

• Lead and develop a team of fund accounting professionals supporting Juniper Square’s fund administration customers
• Build and grow relationships with customers from sales to expansion opportunities to drive customer satisfaction and revenue growth
• Be hands on solutioning customer’s most complex problems; review and approve customer facing deliverables to ensure and drive consistent high quality results
• Lead strategic projects and work cross functionally on initiatives related to automation, reporting, product functionality, and new service offerings
• Act as a subject area expert by providing comprehensive, in-depth consulting to our clients and internal teams

Senior Director, Fund Administration – Accounting

Full-stack Engineer

• Design and ship the data normalization, schema mapping, validation, enrichment, and distribution pipeline for a net-new intelligent data warehouse
• Write production code as a hands-on individual contributor - this is not a role that delegates implementation to others
• Take technical ownership from architecture through deployment, with accountability for reliability, performance, and correctness
• Partner with a small seed team to define the end-to-end architecture for an AI-native data warehouse serving institutional financial clients
• Bring opinionated decisions on schema design, normalization strategies, API exposure patterns, and data distribution approaches
• Evaluate and select technologies with a bias toward what ships well and scales sustainably
• Design and implement the evaluation framework that makes AI-generated outputs trustworthy in high-stakes financial data contexts
• Build cross-model comparison tooling, deterministic validation checks, and human-in-the-loop review workflows
• Contribute to shared AI evaluation infrastructure that can serve as a foundation across multiple products
• Use agentic coding tools and LLM-assisted development as your primary workflow - this is how the entire team operates
• Bring strong opinions about how to get the most from AI-assisted development while maintaining quality and reliability
• Set coding standards, review practices, and architectural documentation that will scale as the team grows
• Help define what "good" looks like for a team building at speed without sacrificing quality
• Mentor engineers and provide technical guidance as the team expands

Staff Software Engineer, Data – AI

• Own Technical Direction and Architecture
• Set the technical direction for AI systems - including shared AI SDKs, guardrails, evaluation frameworks, feedback systems, and agentic workflow infrastructure
• Own architecture and technical strategy for complex backend and AI platform systems, from design through production
• Lead technical design for ambiguous, cross-functional initiatives - evaluating tradeoffs, aligning stakeholders, and driving implementation
• Evaluate and select technologies with a bias toward what ships well and scales sustainably
• Build and Operate AI Systems
• Write production code as a hands-on individual contributor - this is not a role that delegates implementation to others
• Design and operate LLM-powered systems: RAG pipelines, agentic workflows, evaluation infrastructure, guardrails, and model observability
• Own end-to-end reliability of AI systems from design through structured output delivery
• Define quality benchmarks, evaluation frameworks, and feedback loops to continuously improve AI output accuracy and system reliability
• Champion AI-Native Development
• Champion and embed AI-native development practices and tools (e.g., Cursor, Augment) to achieve significant productivity gains across the team
• Foster a culture of rapid iteration, high velocity, and quality - including guiding the effective use of AI code generation
• Bring strong, informed opinions about how to get the most from AI-assisted development while maintaining reliability and correctness
• Lead and Grow the Team
• Mentor engineers, raise the quality of technical decision-making, and help the team execute with consistency
• Establish coding standards, review practices, and architectural documentation that scale as the team grows
• Help define what "good" looks like for a team building at speed without sacrificing quality
• Partner with recruiting to build and grow the team
• Collaborate Cross-Functionally
• Work closely with engineering managers, product, design, and QA to translate requirements into executable technical plans
• Participate actively in design reviews and roadmap discussions with grounded, implementation-level perspective
• Handle most cross-team conflicts and technical decisions autonomously

Staff Software Engineer, AI

• Build and ship production-quality implementations of data normalization, schema mapping, validation, enrichment, and distribution pipelines for a net-new intelligent data warehouse
• Write clean, well-tested, performant code across backend services, data pipeline logic, and API integrations
• Take end-to-end ownership of features from design through deployment, with accountability for correctness and reliability in production
• Work closely with Staff engineers to shape the architecture of a modern, AI-native data warehouse serving institutional financial clients
• Bring thoughtful input on schema design, normalization approaches, and API patterns - and execute those decisions with precision
• Identify and raise technical risks early; propose and implement solutions rather than waiting to be directed
• Use agentic coding tools and LLM-assisted development as your primary workflow - this is how the entire team operates
• Critically evaluate AI-generated code for correctness, edge cases, and regressions - shipping quality output regardless of how it was produced
• Build and maintain data validation checks, monitoring, and observability tooling that keeps pipelines trustworthy at scale
• Participate in on-call and production support, diagnosing and resolving data quality issues quickly and thoroughly
• Write and maintain clear technical documentation for the systems you build

Senior Software Engineer, Data – AI

• Design, build, and ship production-quality backend services, APIs, and AI platform components used across multiple engineering teams
• Build and integrate LLM-powered systems such as RAG pipelines, AI SDKs, evaluation workflows, guardrails, prompt/tool orchestration, and model observability
• Improve the reliability, scalability, observability, and operational quality of production AI systems
• Build internal tools, frameworks, automation, and documentation that improve developer productivity and AI capabilities
• Participate in code reviews, design reviews, debugging, incident response, and operational support
• Contribute to technical design for complex projects, including evaluating tradeoffs and proposing pragmatic implementation plans
• Partner with product, design, and engineering teams to translate platform needs into well-designed technical solutions
• Help identify and reduce technical debt, reliability risks, and friction in the software development lifecycle
• Collaborate with Staff and senior engineers to establish reusable patterns and raise engineering standards
• Use agentic coding tools and LLM-assisted development as a primary part of your workflow — this is how the entire team operates
• Critically evaluate AI-generated code for correctness, edge cases, and regressions — shipping quality output regardless of how it was produced
• Contribute to the team's evolving practices around AI-accelerated development and testing

Senior Software Engineer, AI

Administration

• Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross functional teams.
• Manage against established project plans and onboarding milestones to ensure timely execution of key deliverables.
• Interface directly with clients to deliver an outstanding client experience throughout the implementation process.
• Serve as a technical accounting expert for both your team and our clients during the onboarding phase.
• Lead efforts in improving onboarding workflows, applying best practices and process efficiencies.
• Oversee the collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling the data received during the onboarding process.
• Reconcile customer data and review the final setup of the completed customer workspace, checking for quality and accuracy of configuration settings before handoff to the ongoing service teams.
• Identify product development opportunities, routing technical and product feedback from onboarding to the product development teams.
• Participate in special projects as needed.

Assistant Manager, Fund Administration – Onboarding

Sales Operations Manager

• Look for work that can be automated or streamlined, and partner with the right people to make it happen using AI, workflow tools, or process changes as the situation calls for
• Own end-to-end lead routing strategy and execution, including LeanData configuration, routing logic design, and Qualified AI chatbot setup and campaign management
• Administer and optimize core sales tools (Outreach, Nooks, ZoomInfo) including workflow setup, process automation, recurring enrichments, and frontline troubleshooting
• Ensure data integrity across systems: managing deduplication, standardization, and enrichment workflows
• Support territory planning, quota tracking, and forecasting cycles alongside Sales leadership
• Help shape how our GTM tech stack (Salesforce, sales engagement, enrichment, and AI tooling) fits together as one connected system; partner with Business Systems and Revenue Analytics to write clear requirements, prioritize the work, and QA what ships
• Partner with Revenue Analytics to define the dashboards, pipeline analytics, and forecasting views Sales leadership needs, and know the underlying data well enough to spot when a number looks off
• Document the processes you help build, work with enablement to train reps on changes, and support adoption over time
• Identify gaps in process or tooling and bring forward recommendations to address them

Senior Sales Operations Manager

• Lead, coach, and develop a team of Investor Services Associates and Assistant Managers.
• Own team-level performance metrics including SLA adherence, quality, and customer satisfaction.
• Serve as a senior escalation point for complex or high-priority customer issues and partner across internal teams to drive resolution.
• Manage capacity planning, workload prioritization, and resource allocation across the team.
• Champion process improvement, automation, and operational controls initiatives; surface product enhancement opportunities to leadership.
• Develop and execute training plans for new and existing team members.
• Build trusted, advisory-level relationships with customer leadership across the book of business.
• Partner with Product, Sales, and Operations to align Investor Services priorities with broader company objectives.
• Report on team health, performance trends, and service risks to senior leadership.
• Proactively identify new service opportunities and translate them into operational proposals.

Manager, Fund Administration – Investor Services

• Hire, train and lead a team of investor service generalists across a broad suite of Treasury and Services activities including distribution/redemption payments, contribution reconciliation, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and more
• Handle escalations and improve customer satisfaction
• Review the team’s staffing and project board(s) to ensure requests are handled promptly and accurately
• Review team deliverables for accuracy
• Identify and flag areas of improvement in our processes and procedures
• Build systems and process to ensure we are tracking important team and customer-data

Assistant Manager, Fund Administration – Core IS

• Responsible for staffing and capacity management, including working with the leadership team to forecast hiring needs
• Hire, onboard and train a team of varying experience level individual contributors as well as managers on general fund accounting and internal procedures and guiding the team through the proficiency certification process
• Conduct formal performance reviews and provide coaching and feedback to direct reports throughout the year
• Responsible for ensuring team satisfaction as assessed by our bi-annual employee engagement survey; design and execute on initiatives to improve team satisfaction following each survey
• Partner with the enablement team to enhance the training process and learning content
• Responsible for fund administration service delivery, including assessing customer health, ensuring that deliverables are presented accurately and on time and that the team is conducting activities within our defined scope of work
• Responsible for ensuring collection on invoices to customers and timely maintenance of contracts with customers
• Serve as internal escalation point for challenging customer situations and complex accounting questions from the team
• Identify and execute on initiatives to improve team efficiency and productivity, including collaborating with our Product Team on technology and automation improvements
• Maintain strong controls around deliverables and identify how our controls should evolve as the team scales
• Oversee the year-end audit process
• Identify out-of-scope requests from clients and collaborate with Marketing, Product and Investor Services to scope new service offerings