Shift Markets

Financial Planning and Analysis

• Process and reconcile client deposits and withdrawals
• Prepare daily and weekly cash flow reports
• Track and analyze financial operations performance
• Ensure accurate balance tracking and communicate updates with global teams
• Draft monthly and quarterly transaction projections and actively discuss them with management
• Support treasury duties and internal controls

Financial Operations Associate

• Own end-to-end processing of client deposits and withdrawals, ensuring SLA adherence and robust controls
• Lead daily cash management across multiple PSPs, banks, and currencies; optimize liquidity and funding transfers
• Build, automate, and review daily/weekly cash-flow, reconciliation, and P&L variance reports
• Oversee reconciliations of client funds, trading platforms, and ledger balances
• Maintain accurate balance tracking and coordinate with regional/global teams for handoffs and issue escalation
• Develop monthly and quarterly transaction forecasts; present analysis and recommendations to leadership
• Perform and enhance treasury workflows; documenting procedures and controls
• Partner with Compliance/Finance on audits, payment risk monitoring, and financial controls
• Drive operational excellence projects to reduce risk and cycle times
• Mentor junior team members; provide quality review and serve as point of contact for complex operational cases

Attorney

• Set up and manage DocuSign templates and signature workflows.
• Organize, store, and maintain contracts and legal documents across entities and jurisdictions.
• Manage contract lifecycle intake, including tracking approvals and execution.
• Ensure timely distribution of updated and executed contracts to stakeholders.
• Track and maintain contract compliance, obligations, renewal dates, and expirations.
• Handle incoming and outgoing NDAs, including tracking execution status.
• Oversee contract renewal and expiration management.
• Maintain centralized contract records and naming conventions to ensure accessibility and accuracy.
• Maintain corporate governance files for global entities (certificates, resolutions, filings).
• Support entity management, including tracking statutory documents and corporate changes.
• Ensure document repositories remain audit-ready and up to date.
• Support legal invoicing and spend management.
• Create, update, and maintain invoice record systems.
• Track outside counsel invoices and approvals.
• Assist with planning and budgeting for outside counsel spend.
• Support Legal OKRs and metrics tracking, including reporting on contract volume, turnaround times, and spend.
• Provide limited support to compliance workflows, such as organizing documentation and maintaining internal registers.
• Assist with preparation of materials for audits and internal reporting as needed.
• Assist with the management, version control, and distribution of internal legal and compliance policies.
• Work with legal, compliance, operations, and finance teams to ensure timely delivery of documents and information.
• Communicate clearly across departments and time zones to keep tasks moving.
• Assist in standardizing documentation templates and improving filing structures.
• Flag inconsistencies or missing information to maintain accuracy and readiness for regulatory reviews.
• Support internal onboarding and documentation workflows related to contracts, vendors, and legal processes.

Legal & Compliance Operations Coordinator

Account Executive

• Own the full sales cycle for Shift Markets’ exchange technology, from prospecting and discovery through to contract close.
• Identify and engage new clients in assigned regions, with a strong focus on outbound and relationship-driven sales.
• Conduct consultative discovery calls to understand client needs and position tailored exchange solutions.
• Present and demo Shift Markets’ white-label exchange platform to founders, executives, and decision-makers.
• Build and maintain a strong pipeline of qualified opportunities using CRM tools.
• Collaborate closely with sales leadership, product, and technical teams to align solutions with client requirements.
• Represent Shift Markets at industry events, conferences, and networking opportunities to grow regional presence.
• Maintain long-term relationships with clients post-sale to support expansion, upsell, and retention.

Financial Operations Associate

Financial Operations Associate

Legal & Compliance Operations Coordinator

Account Executive, LatAm