Associate, US Operations – Digital Wealth Platform

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🏄 California – Remote

🏄 California – Remote

💵 $110k - $180k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Arta Finance

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 $90M Series A on 2022-11

Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals. Through technology, Arta aims to bring these advantages to millions more people globally. Founded by a team of former Google executives and researchers, Arta is a US SEC-registered investment advisor backed by Sequoia Capital India, Ribbit Capital, Coatue and more than 140 luminaries in tech and finance. To learn more visit artafinance.com.

📋 Description

• Own and execute the critical operational processes that power our platform, in the areas of public and private market investments (e.g. buy/sell trades, reconciliation, corporate actions, capital calls, NAV updates), customer onboarding and risk assessment, account management, and money transfers. • Collaborate with our Operations, Member Success, Product, Compliance and Engineering teams to: • Anticipate future business needs; • Brainstorm workflows and edge cases to operationalize new products; and • Enhance key processes while considering implications such as cost, implementation complexity, regulatory compliance and other relevant risks. • Coordinate the efforts of 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

• 3-4+ years of business operations experience in financial services, ideally in the investments space handling a mix of asset classes. • Have experience designing and implementing end-to-end operational processes with appropriate controls. • Technical problem-solving skills: Enjoy diving into root causes and breaking down complex problems • You thrive in a startup-like environment where not everything is black and white. You are comfortable adapting to evolving priorities, navigating ambiguous and complex problem spaces, running experiments, and staying optimistic through change. • Strong attention to detail and ability to work independently. • Bonus: Proficiency with SQL, Excel and setting up AI workflows.

🏖️ Benefits

• A competitive salary and benefits package, with ample opportunities for growth and advancement • A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued • The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance • Hybrid work environment with micro-kitchen and lunch provided • Robust health insurance offering for you and your family • High deductible health plan available with health savings account contribution • 20 weeks of parental leave • 17 days PTO annually