4 дня назад
Business Operations Lead (Fintech)
140 000 - 175 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Operations Lead (Fintech): Driving cross-functional strategic and operational initiatives for an AI-powered asset management platform with an accent on financial modeling, enterprise relationships, and operational scaling. Focus on analyzing internal data, improving workflows, building decision-making frameworks, and coordinating execution across GTM, Product, and leadership teams.
Location: Onsite in New York City, at the SoHo office
Salary: $140,000–$175,000 per year, plus competitive equity and comprehensive employee benefits.
Company
is an AI-powered fintech platform that enables financial advisors to build, manage, and explain personalized investment portfolios through automated trading, rebalancing, and portfolio management.
What you will do
- Own strategic and operational projects from concept through execution, including enterprise onboarding, pricing, product readiness, and operational scaling.
- Build financial models, dashboards, and analytical frameworks to support leadership decision-making.
- Partner with GTM and Product teams to structure and manage enterprise relationships.
- Identify operational bottlenecks and lead process improvements across workflows and teams.
- Prepare materials for executive meetings, investor updates, enterprise clients, annual planning, and strategic initiatives.
- Analyze internal data to generate actionable recommendations and coordinate cross-functional execution.
Requirements
- 4–5 years of experience in investment banking, private equity, management consulting, or a similar analytical role.
- Degree from a top university with a strong academic record.
- Exceptional analytical skills, advanced Excel or Sheets proficiency, and strong financial modeling experience.
- Strong business judgment and the ability to create structure from ambiguous problems.
- Excellent communication skills and the ability to synthesize complex information for different audiences.
- Demonstrated project management experience and comfort working in a fast-paced, high-ownership environment.
Culture & Benefits
- Opportunity to contribute to a hyper-growth fintech startup.
- Competitive salary, equity package, and comprehensive employee benefits.
- Unlimited paid time off and $1 medical insurance.
- 401(k) plan with generous matching and a self-directed brokerage account option.
- Paid lunches at the New York City office and access to investment management and financial advice.
- Career growth and development opportunities.
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