[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.ResponsibilitiesOwn 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 transfersCollaborate 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 risksCoordinate the efforts of internal and external partners to investigate operational issues and implement preventive measuresCreate data reporting workflows to track key operational metrics and manage regulatory reporting obligationsSkills3-4+ years of business operations experience in financial services, ideally in the investments space handling a mix of asset classesHave experience designing and implementing end-to-end operational processes with appropriate controlsTechnical problem-solving skills: Enjoy diving into root causes and breaking down complex problemsYou 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 changeStrong attention to detail and ability to work independentlyProficiency with SQL, Excel and setting up AI workflowsLocation: 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)BenefitsA competitive salary and benefits package, with ample opportunities for growth and advancementA vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valuedThe opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of financeHybrid work environment with micro-kitchen and lunch providedRobust health insurance offering for you and your familyHigh deductible health plan available with health savings account contribution20 weeks of parental leave17 days PTO annuallyCompany OverviewArta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore. It was founded in 2021, and is headquartered in Mountain View, California, USA, with a workforce of 51-200 employees. Its website is https://arta.ai.