Juniper Square

Where partnerships drive potential.

Senior Associate, Fund Administration – Reporting Specialist

Full TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

California + 1 moreAll locations: California, New York

Posted

16 days ago

Salary

$85K - $110K / year

Bachelor DegreeEnglish

Job Description

• 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

Job 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

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