Operations Associate, Arch
$60-75k
4-5 days a week in office
Digital admin for private investments.
Job no longer available
Digital admin for private investments.
101-200 employees
Job no longer available
$60-75k
4-5 days a week in office
101-200 employees
Company mission
To solve administrative pain from managing investment operations.
Role
Who you are
- Are a recent or upcoming college graduate with interest in the fintech industry
- Are a driven, positive, and proactive problem-solver with the ability to think on your feet while providing excellent customer service
- Feel a strong sense of pride and ownership in your work and always follow through to deliver results
- Want to learn about alternative investments and engage with sophisticated investors and advisors
- Thrive in a stimulating and fast-paced environment
- Have excellent verbal and written communication skills
- Have an interest in tech, investing, and alternatives
Desirable
- Know SQL or want to learn
- Have taken finance or accounting courses
What the job involves
- Partner with Client Implementation Specialists, Account Managers, and other team members to manage clients, with the goal of ultimately becoming a trusted partner to clients
- Work with clients to organize and onboard investment information, maintaining consistent communication every step of the way
- Communicate with fund managers on behalf of clients to reconcile and receive investment and account information
- Process and monitor account information, including updates from clients and funds
- Assist with tax season document collection
- Serve as a client advocate for product improvements and new features
- Learn constantly through individual and team training sessions and direct mentorship
- Identify workflow, system, and product improvements to help both client and the team gain efficiency
- Complete ad-hoc projects for clients and the team
Application process
- Stage 1: Applied
- Stage 2: Screening Interview
- Stage 3: Take-Home Exercise
- Stage 4: Behavioural Interview
- Stage 5: Meet with our Co-Founders
- Stage 6: Hired
- May-July 2024 start
Our take
Admin for investors can be a pain. Hopping between web portals, tracking the performance of assets, and managing cash flows can take up valuable time. Arch replaces the manual labour and outdated operating systems used by investors and advisors with an integrated platform.
With the Arch portal currently managing more than $60 billion in investments, it has clearly proved valuable to those working in the space. The platform also automates tax document aggregation, making it easier to locate the necessary documents during tax season.
With $20 million awarded to Arch Labs in 2023, the company is planning to grow its team and invest in further research and development. This will focus on developing capabilities to streamline repetitive tasks.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Sep 2025
$52m
SERIES B
Nov 2023
$20m
SERIES A
Total funding: $77.5m
Company benefits
- Unlimited PTO - We believe that time off is important for a healthy and happy life
- Flexible working - We want you to work when you're most productive, whether you’re an early bird or a night owl
- Robust insurance offerings - Choose from a wide variety of insurance plans, including medical, dental, vision, life, and more
- Retirement Savings - We partner with a 401(k) provider to help you save for retirement
- Your preferred tech and equipment - We’ll set you up with the tools you need to do your best work, including a laptop of your choice, a monitor, a standing desk, and more
- Free meals and snacks - Anything you eat in the office is on us!
Company HQ
Gramercy Park, New York, NY
Leadership
Ryan Eisenman
(CEO & Co-founder)Previously Excel Leadership Board Member at Birthright Israel Foundation, and Head of the New York Division at brunchwork. Was also a Business Associate at Techstars and Business Development at Routier.
Joel Stein
(CTO & Co-founder)Previously CTO at Cosali. Was an Engineering Manager at Yext, an Associate at Romulus Capital, and Developer at Five Rings Capital.
Jason Trigg
(Co-founder)Previously Co-founder at Cosali and Quantitative Analyst at Tech Square Trading.
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