Operations Associate

NxT Level•New York, NY

16d•Onsite

About The Position

Our client is building an AI-native platform for capital markets. Across the OTC derivatives trade lifecycle — from trade capture through confirmations, reconciliation, lifecycle events, and settlement — many workflows still rely on email, PDFs, manual processes, and fragmented systems. Our client is replacing those legacy workflows with intelligent automation. Their platform ingests trade data in multiple formats, standardizes it in real time, and helps counterparties align at the point of trade. The result is faster processing, fewer errors, and fully auditable digital workflows. The company is backed by top-tier venture investors and based in New York. The team includes engineers, quants, and capital markets experts working directly with some of the most sophisticated participants in financial services. Our client is hiring an Operations Associate to give the founders meaningful operating leverage as the company scales. This is a junior, high-ownership generalist role that sits across operations, HR, finance, corporate administration, investor support, compliance, and internal systems. Because the company is still early, these functions have not yet been split into separate teams. This role will touch all of them. What makes this role different is the automation-first mindset. Our client is an AI-native company, and they want operations to run the same way. The right person will look at every workflow and ask: “How can this be automated, simplified, or turned into a system?” This is an ideal opportunity for someone early in their career — for example, someone from investment banking, consulting, professional services, or startup operations — who wants to become a COO, Chief of Staff, or startup operator over time.

Requirements

1–3 years of experience in a demanding, detail-intensive environment such as investment banking, consulting, professional services, finance, or startup operations
Strong organization and project management skills
Ability to manage many workstreams at once without letting details slip
Automation-first mindset and excitement about using AI, scripts, and no-code or low-code tools to improve workflows
Strong initiative and ownership in ambiguous environments
Willingness to roll up your sleeves across administrative, operational, financial, and strategic work
Comfort with billing, invoices, expenses, cashflow, and basic corporate finance
Sound judgment and discretion when handling sensitive company, investor, employee, and financial information
Strong communication skills and a service mindset toward teammates, customers, investors, and founders
Interest in learning how a high-growth startup is built from the inside

Nice To Haves

Experience building or using tools to automate finance, HR, compliance, or operations workflows
Experience with AI tools, scripting, no-code, low-code, or internal automation platforms
Investment banking, consulting, or startup operations background
Exposure to HR, finance, legal, compliance, client due diligence, or information security processes
Interest in capital markets, fintech, financial infrastructure, or enterprise software
Experience completing client or vendor due diligence questionnaires
Experience coordinating audits, certifications, SOC 2, or similar compliance processes

Responsibilities

Treat every workflow as something that can be improved, automated, or systematized
Design new processes to run automatically from day one
Use AI tools, scripts, and no-code or low-code platforms to reduce manual work
Partner with engineering to build internal tools and automations across finance, operations, HR, and compliance
Continuously improve the operating systems that help the company scale without unnecessary headcount
Own the monthly billing cycle end-to-end, including invoicing, sales tax, reconciliations, collections, and new-client setup
Manage invoice payments, expenses, cashflow tracking, and vendor coordination
Keep bank, card, billing, and finance systems reconciled
Build automated reporting and reconciliation workflows where possible
Support finance operations as the company scales
Support hiring and onboarding end-to-end
Coordinate recruiters, interview processes, contracts, payroll, equity grants, and new-hire setup
Manage people operations across PEO, 401(k), visas, compliance, and year-end review workflows
Streamline and automate recurring HR and people processes over time
Manage the corporate calendar, including filings, tax items, R&D studies, 409A updates, insurance, and recurring deadlines
Keep the cap table accurate and help maintain clean tracking systems
Support the founders with quarterly investor reporting, board preparation, and fundraising administration
Manage data sharing, follow-up tracking, and recurring reporting workflows
Own client due diligence and security questionnaires, working closely with the CTO to gather accurate responses and supporting evidence
Coordinate recurring compliance reviews, including SOC 2, evidence collection, auditor requests, and certification timelines
Keep the office and team running smoothly across space, suppliers, travel, meetings, and day-to-day operations
Plan client events, team events, and internal gatherings
Field website inbound and route requests appropriately
Take on special projects for the founders
Act as connective tissue across a small, fast-moving team