Operations Specialist, AI Solutions

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🔥 12 minutes ago

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Logo of Juniper Square

Juniper Square

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• Ingest and structure historical data and documents into Juniper Square platforms, ensuring information is accurately captured and properly organized for use within AI-assisted workflows. • Receive and process incoming work requests within defined SLAs, working within AI-powered workflows to move requests efficiently from intake to completion. • Review AI-generated outputs for accuracy, completeness, and alignment with source material, applying consistent judgment at every step before work is considered complete. • Follow established operating procedures with precision, and actively contribute to refining and improving them. • Partner closely with customer-facing teams, maintaining clear communication and reliable turnaround accountability across multiple product workflows. • Serve as an operational point of contact for both internal stakeholders and external customers, representing Juniper Square with professionalism and clarity.

🎯 Requirements

• 2-3 years of professional work experience in an operations, administrative, or data-focused role. • Strong communication skills, both written and verbal, with the ability to engage effectively with internal teams and external customers alike. • Exceptional attention to detail with the ability to sustain accuracy under volume and time pressure. • Sound judgment and the initiative to escalate issues appropriately rather than work around them. • Comfort working within AI-assisted workflows and ability to critically evaluate AI-generated content rather than accept it at face value. • Proficiency in standard business tools including Excel and general communication platforms; comfort with task management workflows. • Ability to work independently and manage your own workload with a high degree of ownership. • Experience in financial services or investment management is preferred, familiarity with institutional data and document workflows are helpful context for this work. • Bachelor’s degree or equivalent professional experience.

🏖️ 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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