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

Note: The job is a remote job and is open to candidates in USA. Arta Finance is on a mission to help individuals lead more successful financial lives through AI and digital tools. The Operations Associate will manage core operational processes, ensuring a seamless user journey for clients while collaborating with various internal and external stakeholders.

Responsibilities

• 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

Skills

• 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
• Proficiency with SQL, Excel and setting up AI workflows
• Location: Ideally you are based in the Bay Area but we are open to remote candidates if you have strong experience. (Ideally, west-coast time zone)

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

Company Overview