Portfolio Transfer Ops Analyst — Growth & FinTech

Capitolis; New York (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Annual discretionary bonus

Company equity

Company-sponsored benefits

Job summary

A financial technology company in New York is seeking an Operations Analyst to support Portfolio Transfer business. The candidate will manage client requirements, assist in operational workflows, and work closely with Product and Engineering. Ideal for those with 1-2 years of operations experience and advanced Excel skills. The role offers a salary range of $60,000 to $75,000 plus bonuses and benefits.

Qualifications

• 1-2+ years of operations experience, ideally in Finance or FinTech.
• Ability to learn about FX and Futures operations.
• High standard of accuracy and attention to detail.

Responsibilities

• Perform daily operational client support related to the Portfolio Transfer businesses.
• Support the execution of Portfolio Transfers and analyze client volume.
• Partner with Product and Engineering to develop and test updates.

Skills

Operations experience

Advanced Excel knowledge

Effective communication skills

Education

Bachelor’s degree

Job description

A financial technology company in New York is seeking an Operations Analyst to support Portfolio Transfer business. The candidate will manage client requirements, assist in operational workflows, and work closely with Product and Engineering. Ideal for those with 1-2 years of operations experience and advanced Excel skills. The role offers a salary range of $60,000 to $75,000 plus bonuses and benefits.