Operations Specialist, AI Solutions

Ovii's Interpretation of the Role

The Operations Specialist, AI Solutions ensures AI‑generated content meets quality standards by onboarding historical data, reviewing outputs, and refining processes. You’ll partner with customer‑facing teams to deliver accurate, high‑volume results for Juniper Square’s AI‑powered product suite.

Role Snapshot

• AI workflow oversight
• Data & document onboarding
• Quality assurance of AI outputs
• Process design & improvement
• Cross‑functional collaboration
• Customer operational support

Must-Have Requirements

• Excel
• Standard business tools & communication platforms
• Strong written & verbal communication
• Exceptional attention to detail
• Independent workload ownership
• Comfort with AI‑assisted workflows
• operations
• administrative
• data-focused
• Bachelor’s degree or equivalent professional experience

Nice-to-Have Signals

• Financial services or investment management experience
• Familiarity with institutional data and document workflows
• financial services
• investment management

Work Setup

• Location: Americas (USA or Canada), United States
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: USA, Canada
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Visa sponsorship
• Relocation

What You'll Likely Work On

• Ingest and structure historical data and documents for AI‑driven workflows
• Process incoming work requests within defined SLAs and move them through AI‑assisted pipelines
• Review AI‑generated outputs for accuracy, completeness, and alignment with source material
• Follow and help refine operating procedures, identifying gaps and piloting improvements
• Partner with customer‑facing teams to ensure clear communication and reliable turnaround
• Act as an operational point of contact for internal stakeholders and external customers

Good Fit If You Have

• Experience in financial services or investment management is a plus
• Familiarity with institutional data and document workflows helps accelerate onboarding
• Comfort evaluating AI‑generated content rather than accepting it at face value