Strategy & Operations Lead (F/M/D)

Flowdesk; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A global financial institution in London is looking for a Strategy and Operations Lead to enhance and oversee their Portfolio Management System. This role involves maintaining data integrity, leading strategic improvements, and ensuring operational excellence. Ideal candidates will have 4–5 years’ experience in portfolio operations or analytics, alongside strong communication and analytical skills. The role offers a dynamic environment with opportunities for growth and development.

Benefits

Pension

100% health coverage

Team events and offsites

Qualifications

• 4–5 years’ experience in portfolio operations, platform ownership, or analytics in trading environments.
• Track record of contributions to a Portfolio Management System.
• Expertise in financial product data across Spot and Derivatives markets.

Responsibilities

• Maintain and optimize the firm's Portfolio Management System.
• Lead strategic enhancements to portfolio architecture for regulatory compliance.
• Govern the quality and reliability of portfolio data for analytics and reporting.

Skills

Portfolio operations

Data analysis

Cross-functional communication

Financial product knowledge

Job description

Flowdesk's mission is to build a global financial institution for digital assets, one designed from the ground up for market integrity and efficiency. To achieve this in a rapidly evolving market, we apply a disciplined, first-principles approach to everything we do.

This approach is embedded in our core services, from institutional liquidity provision, trading solutions, OTC execution, to our comprehensive treasury management offerings. We seek individuals who are driven by this systematic approach. Joining Flowdesk means you will be a key contributor in building and scaling a more transparent and efficient financial markets infrastructure.

Flowdesk is scaling fast, and behind every world-class trading operation is a core strategy and operations function that ensures portfolio data integrity, regulatory readiness, and scalable workflows. We’re hiring a Strategy and Operations Lead to join the team and help architect and evolve our Portfolio Management System (PMS).

Be a key driver in the management and evolution of Flowdesk's Portfolio Management System, ensuring that portfolio data and workflows are robust, scalable, and regulator-ready. Collaborate closely with Trading Operations, Risk, Compliance, Engineering, and Trading Desks to maintain end-to-end data integrity and operational excellence.

Your role and responsibilities

Portfolio Management System

• Maintain and optimize the firm’s PMS, ensuring clear hierarchies and clean data structures across entities and accounts.
• Lead strategic enhancements of the portfolio architecture to adapt to evolving business models and regulatory requirements.
• Oversee data integrity and reconciliation across internal systems, trading venues, and custody partners; guarantee audit readiness.
• Champion system and data design improvements to anticipate business needs and future scalability.

Booking / Reporting Workflows

• Own the design, documentation, and continuous improvement of booking workflows for all trade types (OTC, loans, internal transfers, synthetics).
• Ensure operational consistency and accuracy across systems, processes, and reporting layers.
• Partner with Trading Operations to validate trade representation, exposure, and PnL structures.
• Maintain high operational standards and clear, up-to-date documentation for internal and external stakeholders.

Data Analytics / Reporting

• Govern the quality, completeness, and reliability of portfolio data for dashboards, analytics, and reporting (exposure, leverage, liquidity, risk).
• Validate and maintain integrity of data inputs for regulatory and internal reporting processes.
• Support implementation of the Trading Book Identification framework through rigorous data validation.
• Collaborate with Risk, Compliance, Engineering, and the Trading Desk to align on data standards and verification protocols.

Ways of working

• Act as the owner of the PMS and related workflows from design to production support.
• Collaborate closely with cross-functional teams to implement improvements that scale with the business.
• Maintain clear documentation, workflows, and operational standards.
• Proactively anticipate business and regulatory needs, translating them into actionable system and process changes.

Background And Experiences

Must Haves

• 4–5 years’ experience in portfolio operations, platform/data product ownership, or analytics in crypto, proprietary, or hedge fund trading environments.
• Track record of ownership or major contributions to a PMS in either traditional finance or crypto.
• Expertise in financial product data across Spot and Derivatives markets.
• Strong systems-thinking ability and comfort designing for complexity and future growth.
• Highly analytical, organized, and meticulous with operational and data architecture.
• Excellent cross-functional communication skills and understanding of trading desk dynamics.

Nice-to-Haves

• Exposure to digital asset markets and associated regulatory requirements.
• Experience implementing Trading Book Identification frameworks or portfolio hierarchy structures.
• Familiarity with automation of portfolio workflows and reporting pipelines.

Company Culture And Values

At Flowdesk, our culture drives our success. Here's how we live it

• Ambition, We aim to conquer an impactful place in the crypto ecosystem while representing Tech expertise. We're always moving quickly toward our goals.
• Ownership, If you believe in something, own it, make it happen, or at least learn from it.
• Humility, The final result is a puzzle built by everyone's efforts—not one person takes all the credit.
• Collaboration, While speed matters, we believe in waiting for others to move forward together. That's how we achieve success as a team.

• International environment (English is the main language)
• Pension
• 100% health coverage
• Team events and offsites

Recruitment process

Are you interested in this job but feel you haven't ticked all the boxes? Don't hesitate to apply and tell us in the cover letter section why we should meet!

Here's what you can expect if you apply

• HR Interview
• Technical Interview with the Hiring Manager
• Engineering / Trading Ops Interview
• Finance / Risk Interview
• Founder Interview
• Wrap-up Interview

On the agenda, discussions rather than trick questions! These moments of exchange will allow you to understand how Flowdesk works and its values. But they are also (and above all) an opportunity for you to present your career path and your expectations for your next job!

We are committed to an inclusive and accessible recruitment process. If you require any reasonable adjustments or have specific needs to enable you to participate fully in the interview or assessment process (e.g., a sign language interpreter, extra time for a test, or an accessible location), please contact us to discuss how we can support you.