Operations

• Own the full lifecycle of the Flight Plan from client onboarding through full operational deployment.
• Ensure each client's Flight Plan is properly set up, maintained, and generating actionable insights.
• Monitor the health and accuracy of each client's operational and financial dashboards — including P&Ls, revenue tracking, and margin reporting.
• Proactively identify gaps or inefficiencies in a client's infrastructure and drive resolution.
• Ensure clients are actively using and benefiting from the insights derived from their Flight Plan.
• Build and maintain automations that connect platforms and remove manual work.
• Audit existing automations, catch weak points early, and keep everything running reliably.
• Document workflows and integrations so the team can rely on them without you in the room.
• Partner with cross-functional teams to surface pain points and design fit-for-purpose solutions.
• Experiment with LLMs and emerging tools and translate capability into operational value.
• Help build AI-enhanced workflows that make the team faster and sharper.
• Support leadership in evaluating new platforms and surface clear, well-scoped recommendations.
• Document systems and adoption guidelines to support rollout across the team.

Operations Associate – Data & Technology

• drive fulfillment rate up by closing supply-demand gaps before they cost us a booking
• keep professional utilization healthy and reduce unfulfillment week over week
• resolve customer issues with empathy and speed so satisfaction scores keep rising
• own clean, accurate reporting on utilization, unfulfillment, and quality so the team decides on facts, not guesses
• run outbound calls to quality-grading standards and contribute to projects that make the operation faster and better

KSA Operations Executive

• Leading the Development and Execution of operational efficiency initiatives that are horizontal and cutting across all Units within Group Operations
• Spearheading cross-functional projects aimed at improving operational efficiency
• Collaborating with departmental heads to identify optimization opportunities
• Implementing operational management systems and tools to streamline processes
• Identifying and implementing best practices for process improvements
• Driving change management efforts to ensure smooth transitions to adoption of new processes
• Developing and monitoring performance metrics to measure the success of efficiency initiatives
• Reporting on key performance indicators, trends, and improvement opportunities for senior management
• Fostering strong relationships with key stakeholders to ensure alignment and support for initiatives
• Establishing key performance indicators (KPIs) and metrics to measure the success of operational excellence initiatives
• Engaging with employees to foster a culture of continuous improvement
• Providing training and support to enhance employees' skills in operational excellence
• Conducting regular reviews and updates to ensure initiatives remain relevant and effective

AVP, Operations Excellence – Efficiency Initiatives

• Act as a link between solutions engineering, customer support, customer success, operations, finance, and product teams.
• Work as part of the daily operations team to understand the supply chain and identify shipment-level issues.
• Collaborate with Customer Success Managers to maintain high NPS scores for brands.
• Work closely with the Customer Support team to help triage account-level issues.

Junior Account Operations Associate

• Act as a critical link between solutions engineering, customer support, customer success, operations, finance, and product teams
• Serve as the first point of escalation and main point of contact for customer issues
• Work as an extension of daily operations team to understand supply chain and shipment issues
• Collaborate with Customer Success Managers to maintain high NPS scores
• Assist Customer Support team with account-level issues

Account Operations Associate

• Define the operating model across Trading Ops, Financial Ops, and Account Opening
• Own the daily and ad hoc operational cycles
• Manage daily settlement, end-of-day processes, and reconciliation
• Handle corporate actions
• Oversee mutual fund operations
• Manage funding operations
• Build and grow the operational team
• Own incident management as an operational discipline

Head of Operations

• Manage and oversee the daily operations by assigning/scheduling work to department members based on competencies.
• Manage monitoring solution of all the involved layers.
• Manage client expectations by committing to SLAs, performing quality reviews, and maintaining performance metrics.
• Create and update a periodic proactive maintenance plan for all the involved layers including data, logic, and performance maintenance.
• Work with the technical sales team to provide proper sizing for the incoming support projects considering the requested scope.
• Follow up on the financial status of the owned projects.
• Identify, clearly communicate, and plan how to meet department(tactical)/team goals and define and communicate team members’ roles.
• Identify training and development needs and coaches team members on achieving goals.
• Recruit and select high performers, develop talent, and recognize performance.

TechOps & Support Manager

• Trade Processing and Settlement: Oversee post-execution trade matching, confirmation, allocation, and settlement for equities, fixed income, derivatives, and other assets. Ensure timely and accurate processing across multiple asset classes.
• Reconciliations: Perform daily, weekly, or monthly reconciliations of cash balances, positions, transactions, and holdings against custodians, prime brokers, accounting systems, and fund administrators. Investigate and resolve breaks/discrepancies independently.
• Corporate Actions and Income Processing: Manage dividends, interest accruals, stock splits, mergers, rights issues, and other events. Process and reconcile related cash flows and adjustments.
• Portfolio and Security Master Data Maintenance: Update and validate security reference data, pricing, and portfolio information in systems. Support data integrity for reporting and accounting.
• Reporting and Accounting Support: Assist with or prepare investment accounting reports, performance data, regulatory filings, and client/fund statements. Contribute to month-end, quarter-end, or year-end close processes.
• Compliance and Controls: Ensure all activities adhere to internal policies, regulatory requirements (e.g., FRA rules, AML, or jurisdiction-specific standards), and operational risk controls. Flag anomalies or potential issues.
• Issue Resolution and Process Improvement: Investigate operational exceptions, collaborate with front/middle office, custodians, or vendors to resolve them. Identify opportunities to automate or streamline workflows.
• System and Vendor Management: Work with operational platforms (e.g., portfolio management systems, accounting software like Yardi in some contexts, or trade order management systems). Support system integrations or testing for new products.
• Other Administrative Tasks: Handle documentation, audit support, fee calculations, or onboarding of new accounts/instruments at an operational level.

Asset Management Operations Specialist

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Carrier Ops Associate

• Own the Flight Plan Infrastructure
• Managing the full lifecycle of the Flight Plan from client onboarding through full operational deployment.
• Ensuring each client's Flight Plan is properly set up, maintained, and generating actionable insights.
• Monitoring the health and accuracy of each client's operational and financial dashboards — including P&Ls, revenue tracking, and margin reporting.
• Proactively identifying gaps or inefficiencies in a client's infrastructure and driving resolution.
• Ensuring clients are actively using and benefiting from the insights derived from their Flight Plan.

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