Juniper Square

Product Manager

• Own the Product Strategy
• Define and execute the product vision for private credit operations
• Build and prioritize a roadmap that replaces legacy workflows and Excel-based processes
• Drive the evolution toward an AI-native loan operations platform
• Partner with Internal Domain Experts (Your First Customers)
• Work day-to-day with our Loan Operations and Fund Administration teams to understand real-world workflows, edge cases, and operational pain points
• Translate domain complexity into scalable product solutions
• Continuously validate and refine features based on hands-on usage
• Engage Directly with Clients (Private Credit Managers)
• Partner with our clients - private credit managers (GPs) - to validate product direction and prioritize the roadmap
• Ensure the platform supports their investment structures and servicing needs
• Drive adoption and long-term product fit
• Translate into Product & Drive Execution
• Own the end-to-end translation of business needs into clear, ready-to-build product requirements
• Work closely with engineering and design throughout the SDLC—from discovery to delivery
• Break down complex credit workflows into structured user stories, edge cases, and acceptance criteria
• Drive Integration & Automation
• Define integrations with fund accounting systems (e.g., Investran) and data platforms
• Advance AI-driven capabilities for document processing and workflow automation

Senior Product Manager, Private Credit

Project Manager

• Independently own successful project delivery for clients by effectively leading internal and external facing project teams and managing schedule, scope, quality, risk and project resources
• Establish and maintain client relationships with key project resources, critical stakeholders and project team members
• Own and facilitate project meetings to communicate project goals, status, ownership, track updates on open items and prepare meeting minutes for distribution
• Manage project risk by escalating as appropriate to peers, management, or leadership
• Manage multiple work streams concurrently
• Primary point of contact and escalation point for the client and Juniper Square throughout the project life cycle
• Clearly communicate project objectives and expectations across varying levels of the organization, and externally
• Empathetically and creatively work with clients to overcome project blockers and drive stakeholder buy-in for continued forward progress
• Identify and track project milestones and health to ensure phase/critical path deadlines are met
• Become proficient in all aspects of Juniper Square’s project processes and product offerings to competently address client questions and concerns
• Ability to solve hard problems by taking a new perspective on existing solutions while utilizing analytical skills to determine the best solution
• Partner with Juniper Square stakeholders and clients to ensure a successful transition to production
• Continue to expand industry knowledge and project management skills to increase effectiveness and improve client experience

Senior Project Manager

SDET

• Review functional specifications and technical design documents, providing meaningful feedback and using AI-assisted analysis to identify edge cases or logic gaps early in the SDLC.
• Work closely with development teams to identify test cases for automation and leverage AI-powered IDEs (like Cursor or Augment) to rapidly prototype and scaffold new test suites.
• Design, develop, and execute test cases against product features and backend systems.
• Maintain and extend automation frameworks (Cypress/Playwright/Locust) by utilizing LLMs for code refactoring, optimizing test scripts, and reducing flaky test patterns.
• Contribute to your development team on best practices, processes, and problem-solving, including the ethical and effective use of AI tools in the QA workflow.
• Develop automated test result reports and highlight any potential quality risks.
• Identify, troubleshoot, and track bugs to resolution, using AI tools to assist in root cause analysis and log interpretation.
• Be an advocate for automation: Partner with the engineering team to provide recommendations on how to decrease manual efforts through automated solutions and AI-driven test generation.

QA Automation Engineer II

Manager

• 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.

Senior Data Product Services Manager

Full-stack Engineer

• Design and implement sophisticated data models in SQL.
• Work closely with the other Software Engineers to ensure sound, scalable implementation.
• Act as a technical expert on our team regarding all things data, especially as the data team grows and evolves.
• Introduce new technologies to evolve and enhance our data pipeline capabilities.
• Document data models, architectural decisions and data dictionaries to enable collaboration, maintainability and usability of our analytics platforms and code.
• Assist with governance, guidance, code reviews, and access controls so that we maintain consistency, quality, and business confidentiality as we scale analytics access across the company and to customers.
• Externally: learn our application data schema, and develop a fluency in how to transform it to enhance customer’s decision-making with data.
• Internally: guide product and development teams, advising on instrumentation and laying development foundations for product usage reporting.
• Fulfill projects with minimal guidance but with an appropriate sense of when and how to collaborate with others.
• Build scalable, highly performant infrastructure for delivering clear business insights from a variety of raw data sources.

Technical Lead – Data

Payroll

• Manage the end-to-end processing of US and Canadian payroll using ADP Workforce Now, ensuring accurate calculation of wages, deductions, taxes, and garnishments in compliance with federal, state, and local regulations as well as Canadian provincial payroll regulations including income tax, CPP, and EI.
• Review and validate payroll data and processing for other international subsidiaries and Employees of Record across various countries.
• Collaborate closely with our People team (HR) to ensure accurate and timely payroll processing, seamless data integration, and clear communication to employees regarding payroll matters.
• Address and resolve employee payroll inquiries and discrepancies promptly and professionally.
• Enter equity grants, terminations, manage option exercise in share works system or equivalent, manage payroll tax related to non-qualified stock options.
• Prepare payroll and equity reports.
• Ensure all payroll operations comply with relevant federal, state, local, and international labor laws, tax regulations, and internal policies.
• Manage payroll compliance, including accurate and timely submission of all required payroll tax filings (e.g., 941, W-2, T4).
• Responsible for state annual reporting and other compliance requirements as needed, including managing and responding to payroll-related audits (internal and external).
• Research and stay current on changes in US, Canadian, and relevant international payroll laws, tax regulations, and statutory requirements.
• Develop and implement payroll policies and procedures to ensure efficiency, accuracy, and compliance.
• Responsible for facilitating external Workers Compensation and 401K audits.
• Identify opportunities for process improvement and automation within the global payroll function.
• Leverage ADP functionalities to optimize payroll processes and reporting.
• Maintain accurate and organized payroll records and documentation.

Senior Payroll Manager

People Operations

• Lead the design, implementation, and ongoing management of global compensation and benefits programs, including base pay, variable pay, equity, and executive compensation.
• Partner with the CEO, CFO, and People leadership on executive compensation and IPO readiness, including governance, disclosure requirements, and evolving equity practices.
• Conduct ongoing market benchmarking and analysis to ensure programs remain competitive and aligned with our talent strategy.
• Oversee the annual compensation cycle (merit, promotions, bonus, and equity refresh) with rigor and fairness.
• Own and evolve our global People Operations function, ensuring best-in-class employee experience across the entire lifecycle.
• Oversee core processes including onboarding/offboarding, HRIS data integrity, payroll, compliance, policy development, and employee records management.
• Implement scalable systems, tools, and workflows to streamline People operations and enable self-service.
• Ensure compliance with employment, benefits, and compensation regulations across all current and future geographies.
• Partner with IT, Finance, and Legal to drive cross-functional alignment and operational excellence.
• Build, lead, and develop a high-performing Total Rewards & People Operations team.
• Act as a thought partner and advisor to senior leaders on compensation, benefits, and people practices.
• Foster a culture of data-driven decision-making, operational excellence, and continuous improvement.

Head of Total Rewards – People Operations

Accounting Manager

• Entrepreneurially define how AI will transform back-office fund administration operations, both internally and externally, for private investment funds.
• Develop your roadmap by balancing competing needs between features, stability and performance.
• Develop deep empathy for the needs and pain points of our customers and our internal teams, by close collaboration with colleagues from our fund accounting, investor services, product, and go-to-market teams as well as customers themselves.
• Ship features and improvements frequently and iteratively, planning projects, documenting requirements, and motivating those building solutions with an understanding of the “why” and the “what” to inspire their ownership of the “how”.
• Work cross-functionally with our fund accounting and investor services teams to roll out new capabilities and drive adoption.

Senior Product Manager, Fund Accounting

Compliance

• Compliance
• Maintain and onboard existing/new security compliance certifications and frameworks (e.g. SOC2, ISO and others)
• Work with cross-functional teams to procure controls evidence to provide to external auditors timely and issue reports timely.
• Work cross functionally between teams and auditors to ensure a smooth and efficient audit process
• Improve the audit process through automation and controls rationalization year over year
• Monitor and test effectiveness of compliance control health throughout the year; not just during audits
• Serve as a subject matter expert for all things compliance;
• Identify and assess business changes for relevant impacts on compliance posture (e.g. geographical expansion, internal tool replacement, new products)
• Customer Trust
• Maintain our trust center by keeping security documents and knowledge base up-to-date
• Support sales teams with open security and privacy questions
• Review incoming security and privacy addendums to customer contracts
• Support customer security and privacy audits
• Work with Sales and Solutions engineering to coach and educate teams on our security and compliance posture
• Governance
• Policy Management
• Develop a comprehensive set of security and privacy policies and procedures working with Legal, HR, IT, Engineering.
• Update policies and procedures annually while incorporating stakeholder feedback and obtain approval
• Define and manage incoming policy exceptions on an ongoing basis to manage associated risk
• Security and Privacy Training and Awareness
• Develop and implement role and team specific security and privacy training working closely with key business partners.
• Manage the roll-out, escalation and completion of all security and privacy training modules.
• Phishing Management
• Manage phishing campaigns on an ongoing basis with appropriate re-training processes baked into the process
• Refine existing phishing reporting processes and integrate this better with our incident management processes
• GRC Metrics and Reporting
• Ensure the GRC function meets key performance metrics
• Risk Management
• Maintain business unit risk registers with existing teams on a monthly basis to appropriately address key risks areas
• Co-develop and coach business units on right-sized and right-scoped risk remediation plans
• Work with cross-functional teams to onboard new business units onto the risk management process
• Third-Party Risk Management
• Triage incoming technical security requests for vendor application/system integrations and route to appropriate teams for input.
• Conduct security risk assessments and audits of vendors to evaluate the maturity of their security programs, controls, and documentation.

Senior GRC Analyst

Administration

• Act as a key interface, managing direct client relationships to ensure an outstanding and proactive service experience.
• Serve as a technical accounting expert, providing critical advisory support on significant business and accounting decisions for the team and clients.
• Oversee and execute complex accounting, analytical, and financial reporting duties, guaranteeing the timely and accurate completion of client and investor deliverables.
• Assist in the preparation, compilation, and verification of external client and regulatory reporting packages, and financial information for stockholder/investor reports.
• Facilitate annual external audits, including preparing the initial draft of the annual audit report, related schedules, and disclosures, and managing the PBC (Prepared By Client) list and tax documentation.
• Research and assist in interpreting the impact of emerging accounting developments on client reporting and business processes.

Senior Manager, Fund Administration

AI Engineer

• Collaborate with engineers and product managers to design and prototype AI-powered features that directly impact a key product area at the core of our business
• Contribute to the development, training, and evaluation of machine learning and natural language processing (NLP) models using industry-standard tools and frameworks
• Work with large and complex datasets - performing data preprocessing, feature engineering, and analysis to support model development
• Apply foundational machine learning and deep learning techniques to solve real-world problems in the private markets space
• Assist with integrating AI models into production systems, including testing, validation, and iteration in collaboration with the engineering team
• Support ongoing research and experimentation efforts, particularly around NLP and large language models (LLMs), to drive innovation in product development
• Partner closely with engineering, design, and product stakeholders to evaluate the technical feasibility and ensure alignment of proposed AI features with the overall product vision and strategy.
• Participate in regular team meetings, code reviews, and brainstorming sessions - bringing curiosity, ideas, and technical insight to the table
• Receive mentorship from experienced AI and engineering leaders, while gaining exposure to company leadership and strategic initiatives
• Contribute to documentation and knowledge sharing to help scale AI development efforts across the team
• Take ownership of meaningful projects with the potential to influence long-term company strategy and product direction
• Embrace a growth mindset - continuously learning new tools, methodologies, and concepts in the rapidly evolving field of AI

AI Engineer – Intern

• Support major decisions regarding team buildout and operational policies and procedures
• Define and support the implementation of fund administration workflows, applying best practices and process efficiencies
• Interface directly with clients to deliver an outstanding client experience
• Serve as a technical accounting expert and key advisor on significant business/accounting decisions for the team
• Perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately
• Review waterfall calculations and capital calls and distributions in accordance with clients’ Limited Partnership Agreements
• Prepare and review asset- and fund-level performance metrics (IRRs, TVPI, etc.)
• Assist in preparing, compiling, and verifying external client and regulatory reporting
• Prepare financial information for stockholders/investor reports
• Assist with annual audits, including preparation of the initial draft of the annual audit report and related schedules and disclosures; assist with PBC list (Prepared By Client) and tax returns
• Research and assist in interpreting the impact of recent accounting developments

Senior Associate, Fund Administration – Accounting

• Support major decisions regarding team buildout and operational policies and procedures
• Define and support the implementation of fund administration workflows, applying best practices and process efficiencies
• Identify product development opportunities, routing technical, product feedback to the product development teams
• Assist in training and managing a team of fund accountants
• Interface directly with clients to deliver an outstanding client experience
• Serve as a technical accounting expert and key advisor on significant business/accounting decisions for the team
• Review and perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately
• Review investor allocations used to generate investor statements, waterfall calculations and capital calls and distributions in accordance with clients’ Limited Partnership Agreements
• Prepare and review asset- and fund-level performance metrics (IRRs, TVPI, etc.)
• Assist in preparing, compiling, and verifying external client and regulatory reporting
• Prepare and review financial information for stockholders/investor reports
• Assist with annual audits, including preparation and review of the initial draft of the annual audit report and related schedules and disclosures; assist with PBC list (Prepared By Client) and tax returns
• Research and assist in interpreting the impact of recent accounting developments

Assistant Manager, Fund Administration – Accounting

Customer Support

• Deliver outstanding technical assistance to our customers via phone, email, and chat while taking ownership of timely solutions
• Build knowledge of our evolving software and the private markets industry in order to be a go-to expert who can share best practices and guide customers to success
• Build valuable B2B customer-facing skills by developing strong relationships with customers and acting as their trusted advisor
• Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement solutions for our customers
• Advocate by sharing customer feedback to inform product development and software improvements
• Contribute towards cross-functional initiatives and strategic projects
• Develop and refine internal documentation, processes, and procedures
• Contribute to our positive and inclusive team culture by supporting your colleagues and sharing your knowledge and expertise

Customer Support Specialist

• Contribute to decision making regarding team operational policies and procedures
• Help to define fund administration workflows, applying best practices and process efficiencies
• Assist in training of team members on processes and monitoring client deliverables
• Interface directly with clients to deliver an outstanding client experience
• Perform accounting, analytical, & financial reporting duties; ensure client and investor reporting is prepared and completed timely and accurately
• Prepare waterfall calculations, capital calls and distributions in accordance with clients’ Limited Partnership Agreements as applicable
• Prepare asset- and fund-level performance metrics (IRRs, TVPI, etc.)
• Assist in preparing, compiling, and verifying external client and regulatory reporting
• Prepare financial information for stockholders/investor reports
• Support annual audits, including preparation of the initial draft of the annual audit report and related schedules