Operations Specialist, Client Service & Reporting

Upturn Co. • San Juan, PR

11d

About The Position

The Operations Specialist will play a critical role in supporting planning, coordination, and execution across Voleons Client Service & Reporting (CSR) team. Reporting to the Director, Client Service & Portfolio Structuring, this role serves as a central hub for team operations, project management, and cross-functional coordination. The successful candidate will work closely with CSR leadership and team members, as well as with partners across the firm, to ensure priorities are clearly defined, progress is tracked, and initiatives are delivered efficiently and at a high standard. This role is a means to make a difference: the operational rigor and execution you bring will directly enable the teams success and help scale Voleons client service capabilities.

Requirements

• 2+ years of experience in operations, project management, investor relations, or a related role within financial services
• Demonstrated ability to manage multiple workstreams, prioritize effectively, and maintain attention to detail in a fast-paced environment
• Strong written and verbal communication skills, with the ability to collaborate effectively across diverse teams and stakeholders
• Experience working with Agile teams and tools such as Jira and Confluence (or similar workflow management systems)
• Strong sense of ownership, urgency, and adaptability in response to changing priorities
• Bachelors degree or equivalent applied experience

Responsibilities

• Partner with the Client Service & Reporting team to translate team goals and priorities into clear plans, timelines, and execution workflows
• Lead critical initiatives from idea to completion, including process improvement and automation efforts, by defining goals, owning workstreams, and coordinating cross-functional input
• Lead coordination of internal and external requests, triaging to appropriate owners and tracking progress to ensure timely completion
• Support the teams agile workflows by serving as Scrum Master and coordinating planning, prioritization, and retrospectives
• Collaborate with Voleons software engineering teams to support automation and tooling initiatives for client service and reporting processes
• Provide proactive and professional operational support to the Director, Client Service & Portfolio Structuring and the broader CSR team

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level