Job Description:

• 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