Operations Specialist, Juniper Square
AI Solutions
$69.5-91.5k
+ Equity
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$69.5-91.5k
+ Equity
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
Who you are
- 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
What the job involves
- Juniper Square is building a new operations team to support our growing suite of AI-powered products
- As an Operations Specialist, you will play a central role in ensuring those products deliver accurate, high-quality outcomes for our customers
- This is a detail-intensive, process-driven role. You will be responsible for backfilling historical data and documents into our platforms, and for processing and reviewing AI-assisted outputs across multiple product workflows
- Our products use AI to generate and structure content and your role is to work within those workflows, applying careful review and sound judgment to ensure every output meets the quality bar our customers depend on. Human oversight is a core part of how our products are designed to work
- You will work closely with customer-facing teams at Juniper Square, supporting their work by executing on the operational tasks that sit behind the customer relationship
- As a foundational member of a newly established team, you will play a pivotal role in defining and optimizing our operational framework
- You will evaluate current workflows, identify inefficiencies, and design scalable processes to support the continuous evolution of our AI-powered product suite
- Data & Document Onboarding: 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
- AI-Assisted Processing: Receive and process incoming work requests within defined SLAs, working within AI-powered workflows to move requests efficiently from intake to completion
- Quality Assurance: Review AI-generated outputs for accuracy, completeness, and alignment with source material, applying consistent judgment at every step before work is considered complete
- Process Development: Follow established operating procedures with precision, and actively contribute to refining and improving them. As a member of a new team operating at the intersection of AI and operations, you will help build the playbook - identify gaps, proposing solutions, and piloting improvements that raise quality and efficiency across workflows
- Cross-Functional Collaboration: Partner closely with customer-facing teams, maintaining clear communication and reliable turnaround accountability across multiple product workflows
- Customer Engagement: Serve as an operational point of contact for both internal stakeholders and external customers, representing Juniper Square with professionalism and clarity. Translate complex operational details into straightforward communication that builds confidence and trust across all audiences
Our take
Juniper Square is an investment management solutions platform that aims to empower LPs (Limited Partners) and GPs (General Partners) to expand opportunities through partnerships and make the world of private equity more transparent, efficient, and accessible. With a suite of tools that focus on CRM, fundraising, investor reporting, and an investor portal, the company has modernised and streamlined private equity management for companies such as Beacon Capital Partners, Bell Partners, and Greystar.
Founded in 2014, Juniper Square were immediately in direct competition with analytical monolith Microsoft Excel, as well as popular equity management apps like Fundwave. However, the platform has exceeded expectations, in part because of its fluid and longer-term focused software solutions that have innovated what was previously archaic and error-ridden under Excel.
Serving more than 2000 GPs, Juniper Square supports tens of thousands of investment partnerships, covering hundreds of billions in LP capital. The company has raised substantial funding, raising it to Unicorn level, which will be used to fuel rapid growth, accelerate innovation, and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2025
$130m
SERIES D
Feb 2023
$133m
LATE VC
Total funding: $371m
Company HQ
Chinatown, San Francisco, CA
Leadership
Alex Robinson
(Co-Founder & CEO)Previously founded GreenDoor where they served as the CEO. They also spent 5 years at Microsoft as Senior Product Manager and 3 years at New Energy Risk as the Founding VP of Business Development.
Yonas Fisseha
(Co-Founder & CTO)Previously the Principal Architect at Fanbase.com and the VP of Engineering at Huddler.com
Share this job
View 18 more jobs at Juniper Square