Associate, US Operations - Digital Wealth Platform (Bay area and remote)

About the role

The Operations Associate plays a crucial role in building a culture of operational discipline within Arta. Key responsibilities include managing core operational processes such as client onboarding, deposits/withdrawals, trading across all asset classes, and monitoring account activity. This involves collaborating with internal teams like Customer Success, Product, Compliance, and Engineering, as well as external partners like broker-dealers and fund managers.

Responsibilities

• Own and execute critical operational processes involving public and private market investments, including buy/sell trades, reconciliation, corporate actions, capital calls, NAV updates, and account management.
• Collaborate with various teams to anticipate future business needs, brainstorm workflows, and enhance key processes while considering costs, complexities, regulatory compliance, and other risks.
• Coordinate efforts with internal and external partners to investigate operational issues and implement preventive measures.
• Create data reporting workflows to track key operational metrics and manage regulatory reporting obligations.

Requirements

Qualifications include 3-4+ years of business operations experience in financial services, preferably in investments, and experience designing and implementing end-to-end operational processes with appropriate controls. Technical problem-solving skills, attention to detail, and the ability to work independently are essential. Bonus points for proficiency with SQL, Excel, and setting up AI workflows.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field.
• Experience in financial services, particularly in investments.
• Strong technical skills, including proficiency with SQL, Excel, and AI workflows.
• Excellent communication and collaboration skills.
• Ability to work independently and manage multiple tasks.

Skills

• Technical problem-solving skills
• Attention to detail
• Independent work capability
• SQL, Excel proficiency
• AI workflow setup

Benefits

Arta offers a competitive salary and benefits package, including a hybrid work environment with micro-kitchens and lunch provided, robust health insurance, high-deductible health plan with HSA contributions, 20 weeks of parental leave, and 17 days of paid time off annually.

Pay

Salary range: $110,000 - $300,000, depending on experience and qualifications.

Schedule

Flexible work schedule with the possibility of remote work, especially for candidates based in the Bay Area.