Senior Operations Associate
Job Location:
New York City, NY - USA
Monthly Salary:
Posted on:
Vacancies:
Department:
Job Summary
Our Company
Arch is a Series B financial technology company that automates the management of private investments improving access understanding and the human experience of investing across asset classes.
Private investments such as venture capital hedge funds and private equity make up roughly 25% of the investment universe. Traditionally investors advisors banks families and managers track hundreds of investments in complicated spreadsheets file folders and busy inboxes. Not only is this tedious and time-consuming but it is rife with opportunity for manual data entry errors inconsistent reporting and lost information. Enter Arch.
Arch delivers standardized data documents and insights in a single platform avoiding the need to chase information across dozens or hundreds of portals. Our purpose is to save investors time while empowering them to make more informed investment decisions leading to better financial outcomes.
We are a fast-growing dynamic team of 200 serving over 400 clients including several of Americas largest banks families and financial institutions. Weve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.
About the Role
Were looking for a Senior Associate to support Archs various client segments and help ensure consistent high-quality delivery across onboarding and post-onboarding workflows.
In this role youll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs Multi-Family Offices and advisory firms. Youll focus on operational execution data quality reporting accuracy and client readiness while helping scale the systems and processes that support account growth.
This role is ideal for someone who enjoys working cross-functionally thrives in fast-moving environments and takes pride in delivering reliable polished client experiences.
What Youll Do
Support Account Operations
Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities track account health and execute operational initiatives.
Help ensure consistent high-quality client experiences by monitoring data accuracy reporting reliability and operational follow-through across accounts.
Support operational excellence by maintaining strong standards around data integrity documentation and delivery timelines.
Data Quality and Reporting Support
Monitor incoming data from clients and institutional sources identifying discrepancies and resolving issues quickly.
Assist with client-specific reporting needs and data customization translating technical requirements into clear client-facing outputs.
Support ongoing account updates reconciliations and documentation workflows including tax-related deliverables when needed.
Cross-Functional Collaboration
Act as a connective layer between Account Management Client Implementation Product Data and Operations teams to support new workflows tools and process rollouts.
Coordinate internally to ensure client needs are met efficiently and consistently.
Maintain detailed account documentation and notes in internal systems to support continuity and handoffs.
Share insights from account workflows to inform product and process improvements.
What Were Looking For
1-2 years of professional experience in operations project management client support consulting finance or a related field.
Strong organizational and project management skills with the ability to juggle multiple priorities and see work through to completion.
Detail-oriented and analytical with the curiosity to investigate issues ask thoughtful questions and validate information across systems.
Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners.
Clear communicator who can translate operational or data-related details into actionable insights.
Familiarity with financial or data-driven environments or the ability and interest to quickly learn how investment or reporting data is structured and shared.
Nice to Have
Experience in wealth management private funds family offices accounting or fintech.
Exposure to concepts like IRRs capital calls K-1s or NAV reporting.
Experience with SQL or interest in developing technical and data analysis skills.
A Note about us:
Most of our full-time roles are based onsite at our New York City office where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections move quickly and deliver exceptional service to our clients.
For select roles we are also open to candidates based in Boston. If a role is open to Boston it will be listed explicitly in the job location.
We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on collaborative environment
Some perks of working for Arch include:
Strong Team - Youll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. Youll be involved in discussions that drive the growth and direction of our platform from the very beginning.
Product Market Fit - We have strong product market fit exceptionally low churn and have grown mostly organically through word of mouth.
Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. Were always ready to step in to help.
Great office: Our new home at 199 Water Street gives us a beautiful energizing space to come together as a team collaborate more easily and keep building the next chapter of Arch.
Lunch is on Us - Well keep the team fueled with lunch in the office whether youre catching up with teammates talking through an idea or just taking a well-earned break.
Required Experience:
Senior IC
