Investment Products Operations Specialist
Core
Drive operational expansion of retail investment products (mutual funds, equities, ETFs, crypto) by managing trade lifecycles, reconciliations, and partner operations.
Role type
Senior Investment Operations Specialist
Builds
Retail investment product launch workflows and scalable operational processes for a growing fintech platform
Domain
Fintech / Investment Management / Wealthtech
Required skills
Investment operations, trade lifecycle management, reconciliation, partner/custodian coordination, batch processing, regulatory compliance awareness, process automation, crypto asset operations, equity/ETF trading
Preferred skills
Italian language proficiency, experience building in-house investment functions from scratch
Technologies
None explicitly stated
Responsibilities
Supervise daily lifecycle of retail trades and resolve execution discrepancies; Serve as primary contact for custody and execution partners; Perform daily cash, position, and trade reconciliations; Act as operational bridge between finance and engineering teams; Lead operational setup and testing for new asset classes
Seniority
Mid-Senior, hands-on IC
