Job Description
📋 Description Build end-to-end brokerage operations workflow and resolve issues. Monitor post-trade activity and resolve issues early. Create workflows to investigate/correct errors and reconcile records. Design workflows for client money movement, deposits, and cashiering. Build framework for regulatory reporting across product types and audits. Identify opportunities to deploy AI tools to automate reconciliation and detection. 🎯 Requirements 3-5 years' experience in investment banking, consulting, or fintech. High attention to detail and comfort with ambiguity. Strong process orientation; able to build SOPs and controls. Partner across Investment Ops, Compliance/Legal, and Product/Engineering. Experience using AI/automation to reduce manual reconciliation. Experience at a high-growth fintech/startup building ops from scratch. 🎁 Benefits Competitive salary and equity package Unlimited PTO + paid holidays Medical, dental, and vision plans 401(k), Commuter, and HSA/FSA plans NYC office in the heart of Manhattan Lunch and snacks provided in the office
