Senior Associate, Fund Administration – Reporting Specialist
Juniper Square
full-time
Posted on:
Location Type: Remote
Location: California • New York • United States
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Salary
💰 $85,000 - $110,000 per year
Job Level
About the role
- Take ownership of the reporting lifecycle, transforming client templates into live, dynamic solutions
- Ensure the data foundation in Investran matches the design requirements
- Engineer necessary drivers in Query Manager (Report Wizard) to power the final layout in Report Builder
- Independently reverse-engineer solutions for unique reporting challenges
- Use advanced logic in Report Builder to manage presentation requirements
Requirements
- Proven experience with Investran (specifically Query Manager/Report Wizard) and Microsoft Report Builder
- A deep understanding of arrays and data relationships
- Comfortable navigating the Investran data structure
- Resourceful execution in environments where solutions are not immediately obvious
- Ability to reconcile data input to driver construction and the final report build
- Experience in utilizing AI for troubleshooting and syntax writing
Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
InvestranQuery ManagerReport WizardMicrosoft Report Builderdata relationshipsarraysAI troubleshootingsyntax writing
Soft Skills
resourceful executionproblem-solvingindependence