Investor Services Manager, Legal & Compliance Job at Juniper Square – in San Francisco, CA

Job Description

About Juniper Square

Our mission is to make the world’s private capital markets more efficient, transparent, and accessible. Privately owned assets like commercial real estate make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets and as a result bringing access to millions who don’t currently benefit from one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology—all while contributing as a member of a values driven organization—we want to hear from you. We’ve tripled our team in each of the past three years while maintaining an excellent culture and staying true to our values. We are well-funded and building for the long-term. We need YOU to help us achieve our mission.

About your role

Investor Services is a new and quickly growing team at Juniper Square that is responsible for building out new lines of business for our customers. We are seeking an Investor Services Manager – Legal & Compliance to act as a trusted partner to our real estate private equity customers and their investors. You will focus specifically on our new Managed Subscriptions and Compliance offerings, engaging directly with our customers to bring their subscription documents online, perform KYC / watchlist monitoring checks and draft Blue Sky / Form D filings.

We are looking for someone who is eager to directly impact our customers’ day-to-day operations and who is excited about the opportunity to provide our existing customer base with a new set of complementary products and services. This is a newly created role to join a young team within a Series C company that addresses one of the largest sectors of the U.S. economy.

What you’ll do

Build knowledge of our evolving software and the real estate industry

Use Juniper Square software to configure and review online subscription documents

Draft blue sky filings and Form D filings on behalf of our clients

Conduct KYC / Watchlist Monitoring checks on individuals and entities; investigate and resolve any issues

Identify and flag areas of improvement in our processes and procedures

Collaborate with Product, Sales and Customer Success to ensure we are delivering a best-in-class offering to our customers


2+ years as a paralegal, ideally with experience in investment management / fund formation OR 2+ years in operations focused on investment management / fund formation OR 2+ years at a technology company focused on contract management or compliance operations

High level of integrity and desire to consistently do the right thing for our customers and for the business

Strong written and verbal communication skills, including comfort with presenting to senior executives and ability to change communication style based on audience

Ability to be a self-starter: you identify problems and take ownership of finding and implementing solutions

Highly flexible and adaptable to change; ability to handle multiple projects at once while staying close to the details

You see opportunity in ambiguity; this is the right role for you if you have a vision for building something new and big!


Competitive salary and meaningful equity

Health, dental, and vision care for you and your family

Unlimited vacation policy and paid holidays

Generous paid family leave, medical leave, and bereavement leave policies

401k retirement savings plan

Healthcare FSA and commuter benefits programs

Freedom to customize your work and technology setup as you see fit

Professional development stipend

Monthly work from home wellness stipend while we’re all remote

Mental wellness coverage including live coaching and therapy sessions

At Juniper Square, we’re building a company where all kinds of people from all walks of life are valued and respected. We encourage people from underrepresented backgrounds to apply. If you think this job sounds like you, come join us! We’d love to hear from you.

About Company

Company: Juniper Square –

Company Location:  San Francisco, CA

Job Category: Legal Jobs, Law Jobs, Regulatory Jobs

About Juniper Square -