Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your roleJuniper 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.
What you’ll doData & 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.
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.
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $69,500 - $91,500. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
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
Your recruiter can provide additional details about compensation and benefits.
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Skills Required
- 2-3 years professional experience in an operations, administrative, or data-focused role.
- Strong written and verbal communication skills for internal and external engagement.
- Exceptional attention to detail and ability to maintain accuracy under volume and time pressure.
- Sound judgment and initiative to escalate issues appropriately.
- Comfort working within AI-assisted workflows and ability to critically evaluate AI-generated content.
- Proficiency in Excel and common communication platforms; comfort with task management workflows.
- Ability to work independently and manage workload with high ownership.
- Bachelor's degree or equivalent professional experience.
- Experience in financial services or investment management (familiarity with institutional data and document workflows).
Juniper Square Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.
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Parental & Family Support — Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
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Leave & Time Off Breadth — Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
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Wellbeing & Lifestyle Benefits — A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.
Juniper Square Insights
What We Do
At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).
Why Work With Us
Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!
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