CareerPlan

Operations Specialist

New YorkFull-time2026-09-28 → 2026-11-11

Core

Embed within an Operations team to run daily processes, understand trading products, and continuously improve workflows, reconciliations, and systems to ensure smooth asset and information flow.

Role type

Operations Specialist (Process Improvement & Operations)

Builds

Trading operations workflows, reconciliation processes, and internal tools/systems

Domain

Financial Trading / Operations

Required skills

Process optimization, problem-solving, data analysis, system design, stakeholder communication, project management, technical scripting, AI application, cross-functional collaboration, change management

Preferred skills

Experience in engineering, analytics, or consulting, familiarity with trading environments, proficiency in spreadsheets and scripts

Technologies

Spreadsheets, scripts, AI tools

Responsibilities

Run daily operational processes and reconciliations, identify inefficiencies in teams and tools, redesign workflows to remove handoffs, build and adopt new tools and systems, collaborate across Operations teams, apply AI to operational problems

Seniority

Mid-level, hands-on IC