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Senior Associate, Fund Administration – Reporting Specialist
Location
California + 1 moreAll locations: California | New York
Posted
116 days ago
Salary
$85K - $110K / year
Seniority
Senior
Job Description
Senior Associate, Fund Administration – Reporting Specialist
Juniper Square
• 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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Equity & Payroll Administration Manager
WealthfrontLet us optimize your finances and take the work out of banking, investing, borrowing, and planning.
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Senior Campus Experience Coordinator - Expert
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