Operations Associate
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Business
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Finance & Banking
Job Description & How to Apply Below
The OTC derivatives market moves trillions of dollars daily on infrastructure that hasn't fundamentally changed in decades. We're building the platform for the next evolution of financial services.
We're a small team that came from trading, quant, and engineering roles at tier one financial institutions who were previously responsible for creating some of the most innovative products in the market. We are now building a platform which can process the most complex transactions executed across financial markets. We are building this right: delightful experience, modern stack, AI-native architecture.
Our clients are the most sophisticated banks, hedge funds, and asset managers in the world. The problems are extremely hard, the scale is massive, and we're creating infrastructure that will define how this market operates for decades to come.
About the RoleFloat is scaling quickly, and this role exists to give the founders meaningful operating leverage as the company grows. It is a junior, high-ownership generalist role that sits across operations, HR, finance, corporate, and investor administration. As an early-stage start-up we haven't yet split these into separate functions; over time they will, but for now this role spans all of them.
What sets this role apart is an automation- and AI-first approach. Float is an AI-native company, and we want the person running our operations to think the same way: design every new process to be automated from the outset, and continuously automate the ones we already have. The goal is a function that scales through better systems rather than more headcount — you'll partner with engineering, and use AI and no-/low-code tools yourself, to take manual, repetitive work off the whole company's plate.
Day to day you'll move between administrative, operational, and more value-add strategic and technical work — some of it getting the essential, unglamorous things done reliably, some of it building the automations and projects that make the whole company run better. We're looking for someone exceptionally organized who shows initiative and is happy to roll up their sleeves to add value wherever it's needed.
It's an ideal role for someone early in their career who ultimately wants to become a COO or chief of staff at a start-up rather than follow a traditional finance path. We see it as a launchpad: over two to three years you'll gain rare, broad exposure to how a company is built and be well positioned to grow into a seasoned operator.
You’ll Do
- Automation & AI-first operations: treat every workflow as something that can be automated. Design new processes to run automatically from day one, and partner with engineering to build internal tools and AI-driven automations that remove manual, repetitive work across finance, operations, and HR. This is a core part of the role, not a side project
- Client billing & AR: own the monthly billing cycle end-to-end — invoicing, sales tax, reconciliations, collections, and new-client setup — automating the cycle wherever possible and resolving issues as they arise
- Company finance: keep the company's finances running: pay invoices, manage cashflow and expenses, and keep bank, card, and billing systems reconciled — building automated reconciliation and reporting where you can
- People & HR: run hiring and onboarding end-to-end (recruiters, process, contracting, payroll, and equity grants) and own the people admin that keeps the team supported — PEO and 401(k), visas, compliance, and year-end reviews — streamlining and automating these workflows over time
- Corporate & compliance: project-manage the corporate calendar — filings, tax (inc. R&D study), 409A, and insurance — and keep the cap table accurate, with automated tracking and…
Position Requirements
10+ Years work experience(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).
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