Forward Deployed Operations Analyst, Pre/Post-Trade Ops and Portfolio Finance

About the role

Collaborate closely with clients' operations teams, map the manual workflows running the middle and back office, and build AI-powered replacements using the Hedgineer platform, trade reconciliation, cash management, treasury operations, prime brokerage reporting.

Responsibilities

• Embed with fund operations and treasury teams to map current workflows and identify automation opportunities
• Build production AI workflows across trade booking, reconciliation, cash management, and treasury operations
• Map how data moves between execution, prime, administrator, and internal systems, and redesign those flows with AI
• Translate operational domain knowledge into skills, agents, and connectors with our engineering team

Requirements

• 3 to 6+ years in fund operations, middle office, or treasury at a hedge fund, prime broker, or fund administrator
• End-to-end fluency in fund ops workflows, trade booking, reconciliation, collateral management, treasury and cash management, NAV oversight, and prime brokerage relationships
• Active daily user of AI tools with genuine integration into how you work
• Comfortable reasoning about structured data, automation logic, and how an agent is constructed, ops is data-dense
• Strong presence with senior investment professionals; you build trust quickly and turn conversations into deliverables
• High ownership in an ambiguous environment; the playbook is being written in real time
• Familiarity with Geneva, Enfusion, Hazeltree, or similar systems is a strong plus

Qualifications

• Not specified

Skills

• Not specified

Benefits

• Not specified

Pay

• Not specified

Schedule

• Not specified

Apply

Send your resume and we’ll be in touch. You can also email careers@hedgineer.ai directly. Leave this field empty NameEmail RoleSelect a roleApplied AI Engineer New York, NYProduct Manager New York, NYApplied AI Engineer Bangalore, INDCloud Engineer New York, NYTechnical Product Manager Bangalore, INDForward Deployed Research Analyst, Public/Private Equity New York, NYForward Deployed Research Analyst, Public/Private Credit New York, NYForward Deployed IR Analyst New York, NYForward Deployed Operations Analyst, Pre/Post-Trade Ops and Portfolio Finance New York, NYForward Deployed Risk Analyst New York, NYLinkedIn or portfolio Resume Drop your resume here or browsePDF, DOC, or DOCX max 5MB Anything else