Platform Operations, Document Center - Associate

Our client, a leader in financial technology, seeks an Associate for their Platform Operations team, focused on supporting a document hosting platform. This role involves managing operations, data processes, and client service for key stakeholders, including wealth managers, asset managers, and financial institutions. The client's innovative platform streamlines alternative investment solutions for high-net-worth clients globally.

Key Details:

• The company services over $206 billion in client assets across more than 1,600 funds as of October 2024.
• Recognized with multiple industry awards, highlighting its impact on the fintech and alternative investment landscape.

Responsibilities:

• Oversee daily operations of the document hosting platform, ensuring optimal performance for key clients and third-party providers.
• Perform data validation and quality control, maintaining accuracy and reliability in processing.
• Simplify and communicate technical issues for non-technical audiences effectively.
• Maintain comprehensive documentation of processes and workflows for team transparency.
• Collaborate across technical and non-technical teams to troubleshoot issues, handle client requests, and improve data operations.

Qualifications:

• 3+ years in an operations role, preferably in fintech, financial services, or similar fields involving document hosting or data operations.
• Strong analytical, organizational, and communication skills, with a focus on detail and quality.
• Ability to balance multiple priorities in a fast-paced environment.
• Familiarity with SQL, Python, or ETL is a plus, along with interest in data automation.
• Experience in a ticketing environment is beneficial.