D2C Execution
Listed on 2026-01-12
-
Business
-
Finance & Banking
Location: New York
Join Our Team
We are looking for an Operations Analyst to support the efforts of our Novations, Futures Porting, and related product offerings (together our Portfolio Transfer business). The ideal candidate will learn client requirements and help manage the lifecycle of a Novation or a Position Transfer. They will work with complex customer data and collaborate with engineering to build operational workflows that increase customer value and growth.
Responsibilities- Perform daily operational client support related to the Capitolis Portfolio Transfer businesses.
- Support the execution of Portfolio Transfers: answering client queries, training clients to use the platform, relaying client requests to Product and Engineering for development, and analyzing client volume and trends.
- Partner closely with Product and Engineering to develop and test updates to product functionality.
- Collaborate with Adoption and Sales to offer client support on operational processes.
- Bachelor’s degree required.
- 1‑2+ years of operations experience, ideally in Finance or Fin Tech.
- Ability to learn about FX and Futures operations.
- Advanced Excel knowledge a plus.
- Positive attitude and willingness to get involved.
- Ability to multitask and prioritize a high‑volume of tasks with urgency.
- High standard of accuracy and attention to detail.
- Effective written and verbal communication skills.
- Desire to work in a collaborative team environment.
- Happy to come into our New York office 5 days a week.
The target annual base salary range for this position is $60,000 – $75,000. In addition to base salary, the compensation package includes an annual discretionary bonus, company equity, and company‑sponsored benefits and perks.
Our Company Values- We lead with purpose, while creating exceptional value.
- We pursue big breakthroughs, responsibly.
- We learn from the best and are unapologetically independent.
- We are obsessed with the future and fanatical about executing today.
- We play tough, with heart.
- Super Smart: quality thinking and know what good looks like.
- Badass: all in, get stuff done, and high standards.
- Good Human: collaborative, open‑minded, authentic and real, and pursue self‑actualization.
Interested in building your career at Capitolis? Get future opportunities sent straight to your email.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).