Serve as the primary data consultant for Fund Administration clients, helping them navigate complex reporting requirements and transition from data collection to strategic insights.
Build and maintain sophisticated dashboards within the business intelligence environment that provide clear, actionable insights for complex fund structures.
Enable transformative business value by prioritizing a best-in-class implementation and customized training to curating long-term analytics strategies.
Partner with Juniper Square Fund Accountants to map data outputs from Investran into the Insights platform, ensuring financial accuracy and reporting integrity.
Design the blueprints for custom fund structures and non-templated reporting use-cases, acting as a subject matter expert to ensure data models reflect the reality of private market accounting.
Translate ambiguous business needs into high-fidelity technical specifications for the Analytics Engineering team.
Integrate AI tools such as Claude and Gemini into daily workflows to rapidly prototype solutions, summarize complex fund documents, and draft technical requirements to significantly improve delivery speed.
Guide clients through unique or complex projects, influencing their technical roadmap and providing cost and benefit analyses for custom builds.

Requirements

5+ years of experience in Business Intelligence, Data Advisory, or Fund Administration.
Deep understanding of Private Markets, specifically Fund Administration workflows.
Proficiency in major BI tools (such as Looker, Tableau, or PowerBI) with a specific focus on building dashboards and curating environments for end-users.
Proven ability to manage senior external stakeholders by translating business needs into technical data specifications and actionable enablement programs.
Direct experience or familiarity with Investran data outputs and fund accounting schemas.
Demonstrated ability or strong interest in using AI models to accelerate requirements gathering and technical documentation.
Ability to work independently as a DRI for complex projects, managing critical project delivery and ensuring high-quality, accurate delivery on complex builds.

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

Business IntelligenceData AdvisoryFund AdministrationDashboard DevelopmentTechnical SpecificationsData ModelingAI IntegrationRequirements GatheringInvestranFund Accounting

Soft Skills

Stakeholder ManagementProject ManagementAnalytical ThinkingCommunicationProblem SolvingInfluencingIndependenceCollaborationAdaptabilityStrategic Thinking