The Marketing Manager will be responsible for managing the marketing functions at Opteamix while leveraging AI technologies. They will supervise, oversee, lead, manage, and motivate teams within the marketing department while driving exceptional lead generation results through innovative AI-enhanced strategies. This role is perfect for someone who isn't afraid to roll up their sleeves and dive into both the creative and analytical sides of technology services marketing. Responsibilities Develop AI-powered marketing strategies that align with Opteamix's growth objectives. Lead and mentor the marketing teams, fostering innovation and collaboration across functions. Leverage AI across all marketing functions - from content creation to social media management, email personalization, SEO optimization, creative development, and campaign optimization. Drive lead generation through strategic multi-channel campaigns. Coordinate and collaborate with external marketing agencies and vendors to execute integrated campaigns and ensure brand consistency across all touchpoints. Conduct market research and translate insights into actionable campaigns Stay ahead of industry trends in AI, marketing technology, and B2B lead generation best practices Qualifications Master's degree in Business (MBA), Marketing, Communications, or related field. Minimum 9 years of marketing experience, preferably in technology services or B2B tech. Proven track record in team leadership and managing both junior and senior marketing professionals. Hands-on experience with AI marketing tools across all functions (ChatGPT, Claude, Midjourney, Canva AI, or similar platforms for content, design, analytics, and strategy). Lead generation expertise with demonstrable results in B2B technology environments. Strategic problem-solving skills with a data-driven decision-making approach. Excellent communicator with strong written and verbal skills.
Key Responsibilities: Design and develop performance test strategies, plans, and scripts based on system requirements. Develop and execute load, stress, endurance, spike, and scalability tests for web and API applications. Create and maintain scripts using JMeter, LoadRunner, NeoLoad, or equivalent tools. Monitor application performance, system resources, and network utilization during tests. Analyze and report performance bottlenecks across application, database, and network layers. Collaborate with development, DevOps, and infrastructure teams to resolve performance issues. Validate SLAs and performance benchmarks before production release. Work with network teams to simulate real-world conditions like latency, bandwidth limitations, and packet loss. Utilize APM and monitoring tools such as AppDynamics, Dynatrace Provide recommendations for performance tuning and optimization. Required Skills: 4+ years of hands-on experience in performance testing and engineering. Proficiency in performance testing tools (JMeter, LoadRunner, Gatling, or similar). Strong understanding of network protocols (TCP/IP, HTTP/HTTPS, SSL/TLS, DNS). Knowledge of network devices and concepts: firewalls, load balancers, proxies, CDNs. Hands-on experience with network analysis tools (Wireshark, Fiddler, Charles). Experience with performance monitoring and profiling tools (AppDynamics, Dynatrace, etc.). Experience with API testing tools like Postman for functional and performance validations. Familiarity with cloud environments (AWS, Azure, or GCP). Ability to analyze performance metrics and identify bottlenecks across layers. Good understanding of Linux/Unix systems and scripting (Shell, Python). 58 years of hands-on experience in performance testing and engineering. Proficiency in performance testing tools (JMeter, LoadRunner, Gatling, or similar). Strong understanding of network protocols (TCP/IP, HTTP/HTTPS, SSL/TLS, DNS). Knowledge of network devices and concepts: firewalls, load balancers, proxies, CDNs. Hands-on experience with network analysis tools (Wireshark, Fiddler, Charles). Experience with performance monitoring and profiling tools (AppDynamics, Dynatrace, etc.). Familiarity with cloud environments (AWS, Azure, or GCP). Ability to analyze performance metrics and identify bottlenecks across layers. Good understanding of Linux/Unix systems and scripting (Shell, Python).
About the Role We’re embarking on a strategic transformation to modernize our recruitment function—making it faster, smarter, and scalable using AI, automation, and data-driven tools. To lead this transformation, we're looking for a Tech-Savvy Recruitment Manager who combines deep recruiting expertise with a passion for technology. This is a hands-on leadership role responsible for deploying and managing our next-gen recruiting tech stack, coaching recruiters in modern sourcing and automation techniques, and embedding data into every part of the hiring lifecycle. Key Responsibilities Technology Implementation & Enablement Lead the selection, setup, and ongoing management of recruiting tools including ATS, AI sourcing platforms, resume screening tools, scheduling solutions, and analytics dashboards. Design and automate recruitment workflows using tools like ChatGPT, Calendly, and Power BI. Integrate GPT-powered solutions to improve resume parsing, JD analysis, candidate outreach, and interview planning. Process Redesign & Automation Identify and eliminate bottlenecks in the hiring process through automation and smarter workflows. Replace manual tasks with AI-driven capabilities, from job description generation to candidate ranking and feedback collection. Team Capability Building Coach recruiters in AI sourcing techniques, resume parsing, and automation tools. Champion tool adoption and ensure proper usage through documentation, training, and support. Drive a culture of continuous improvement in recruiter productivity and hiring quality. Data & Performance Management Build and manage real-time dashboards to track key SLA metrics: time-to-fill, interview-to-offer ratio, recruiter performance, etc. Own recruiter scorecards and lead weekly funnel reviews with hiring managers to ensure alignment and accountability. Use data insights to refine strategies and demonstrate measurable ROI. What We’re Looking For 7+ years of recruitment experience, including 2+ years in a tech-enabled or modernized recruiting environment. Greater understanding and certification in AI and AI lead recruitment and familiarity with chatbots, GPT-based tools, and API integrations. Proven experience with ATS platforms (e.g., Zoho Recruit, Greenhouse), AI sourcing tools (e.g., HireEZ, SeekOut), and automation workflows. Strong process orientation with the ability to design, implement, and scale recruiting systems and tools. A data-driven mindset—comfortable analysing metrics and making decisions backed by data. Excellent communication and stakeholder management skills.
The HR Manager supervises end-to-end employee lifecycle processes, including onboarding, learning & development, well-being, performance management and operations with a well-qualified team. The ideal candidate will possess strong leadership skills, a deep understanding of HR operations, and the ability to streamline processes and drive efficiency in a IT Services Company. Key Responsibilities and Duties · Oversee end-to-end employee lifecycle processes, including onboarding, learning & development, well-being, performance management, and other HR operations. · Develop and execute HR operational strategies aligned with organizational goals, emphasizing process optimization and continuous improvement. · Mentor, coach and delegate responsibilities while fostering a high-performance culture. · Manage HR software platforms and other related technological solutions, ensuring data accuracy, integration, and functionality. · Oversee payroll processes, ensuring accuracy, compliance, and timely execution. · Develop, communicate, and enforce HR policies and procedures to ensure legal compliance. · Stay updated on relevant labor laws and regulations, adapting HR processes as needed. · Handle complex employee relations matters and conflicts. · Lead the performance management cycle, setting standards for performance evaluation, feedback, and career development. · Identify learning needs and opportunities for skill enhancement, overseeing the design and delivery of training programs. · Generate comprehensive HR reports for senior management review. 1.1 Qualifications · MBA in human resources, or a related field. · 7 plus years of progressive HR experience, including significant experience in HR operations and leadership roles. · In-depth knowledge of HR practices, employment laws, and compliance requirements. · Strong leadership, team management, and strategic thinking abilities. · Exceptional communication, negotiation, and conflict resolution skills. · Proficiency in HRIS systems, advanced Excel, and data analysis.
The HR Manager supervises end-to-end employee lifecycle processes, including onboarding, learning & development, well-being, performance management and operations with a well-qualified team.The ideal candidate will possess strong leadership skills, a deep understanding of HR operations, and the ability to streamline processes and drive efficiency in a IT Services Company. Key Responsibilities and Duties Oversee end-to-end employee lifecycle processes, including onboarding, learning & development, well-being, performance management, and other HR operations. Develop and execute HR operational strategies aligned with organizational goals, emphasizing process optimization and continuous improvement. Mentor, coach and delegate responsibilities while fostering a high-performance culture. Manage HR software platforms and other related technological solutions, ensuring data accuracy, integration, and functionality. Oversee payroll processes, ensuring accuracy, compliance, and timely execution. Develop, communicate, and enforce HR policies and procedures to ensure legal compliance. Stay updated on relevant labor laws and regulations, adapting HR processes as needed. Handle complex employee relations matters and conflicts. Lead the performance management cycle, setting standards for performance evaluation, feedback, and career development. Identify learning needs and opportunities for skill enhancement, overseeing the design and delivery of training programs. Generate comprehensive HR reports for senior management review. 1.1Qualifications MBA in human resources, or a related field. 7 plus years of progressive HR experience, including significant experience in HR operations and leadership roles. In-depth knowledge of HR practices, employment laws, and compliance requirements. Strong leadership, team management, and strategic thinking abilities. Exceptional communication, negotiation, and conflict resolution skills. Proficiency in HRIS systems, advanced Excel, and data analysis. Show more Show less
Job Description Job Title: Front Office Assistant – Admin Support Location: Bangalore Department: Administration Reporting To: Admin Manager / Office Manager About Us Opteamix is an AI-powered technology services company on a mission to simplify success. We combine cutting-edge innovation with deep industry expertise to help organizations operate more intelligently, faster, and more competitively. Our service portfolio includes AI Consulting, Custom-built Generative AI Solutions, Cloud Engineering, Quality Engineering, Robotic Process Automation, DevOps, and more. With a strong “people-first” culture, headquartered in Denver, Colorado, and a delivery center in Bengaluru, India, we act as trusted technology partners—aligning every initiative with strategic objectives to deliver real, measurable impact. (opteamix.com) Job Summary We are seeking a courteous, professional, and efficient Front Office Assistant to serve as the first point of contact for visitors and provide essential administrative support. This role plays a key part in ensuring smooth day-to-day office operations while creating a welcoming environment for employees and guests. Key Responsibilities Front Office Duties Greet and welcome visitors with professionalism and warmth. Manage the front desk by answering, screening, and directing calls. Maintain visitor logs and issue visitor badges when required. Handle all incoming and outgoing courier and mail services. Ensure the reception area is organized, clean, and presentable at all times. Administrative Support Assist in organizing meetings, bookings, and related logistics. Monitor and replenish office supplies and pantry stock. Coordinate with vendors and support travel arrangements. Manage conference room bookings and ensure readiness for use. Support the HR/Admin team with employee engagement activities and office events. Maintain and update records, files, and documentation as per company standards. Required Skills & Qualifications Bachelor’s degree or equivalent. 1–3 years of experience in front office or administrative roles. Proficiency in MS Office (Word, Excel, Outlook). Strong communication and interpersonal skills. Excellent organizational and multitasking abilities. Professional appearance with a customer-service mindset. Positive attitude, adaptability, and initiative-taking approach. Job Type: Full-time Pay: ₹400,000.00 - ₹500,000.00 per year Benefits: Food provided Health insurance Leave encashment Life insurance Paid sick time Paid time off Provident Fund Expected Start Date: 10/10/2025
Job Description: Position: Delivery Director Experience: 12 - 15 Years Employment Type: Work from Office Location: Bangalore Role Overview We are seeking an experienced and dynamic Director – Delivery to lead our offshore delivery operations. As the delivery head, you will serve as the primary point of contact for client managers and executives on all delivery-related matters. You will be responsible for ensuring project excellence, client satisfaction, quality assurance, people management, operational efficiency, and revenue compliance across all client engagements. This role requires a strategic leader who can collaborate with Program Managers, Sales, Recruitment, and other internal teams to drive delivery excellence, mitigate risks, and build organizational competence. Key Responsibilities: Delivery Management · Ensure adherence to project timelines with efficient planning, monitoring, and tracking. · Own the quality of deliverables; drive defect-free outcomes in UAT and production. · Guarantee 100% compliance with SDLC processes, metrics (schedule, quality, effort, cost), and best practices. · Maintain transparency in reporting with zero deviation on stakeholder updates. · Provide technical leadership for project execution. People Management · Lead and mentor offshore delivery members, project managers, and teams. · Foster consultant care and employee well-being to ensure engagement and retention. · Work closely with managers to ensure compliance with performance, timesheet, and organizational policies. · Minimize attrition by proactively addressing concerns and supporting career growth. Revenue Compliance · Prevent revenue leakage through effective employee retention, utilization, and shadow management. · Collaborate with Recruitment, Program Managers, and Clients to optimize resource allocation. · Enable intra-project mobility and reduce dependency on lateral hires. · Track revenue vs. projections with PMO and mitigate variances proactively. Relationship Management · Build strong relationships with client stakeholders, sponsors, and program managers. · Ensure SLA adherence, effective SOW management, and seamless onboarding. · Drive continuous engagement and client satisfaction through transparent communication. · Conduct regular reviews and governance meetings with client leadership. Strategic Programs · Partner with Opteamix leaders to showcase capabilities and explore new opportunities, especially in Artificial Intelligence and emerging technologies. · Lead centers of excellence and practices to build organizational capability. · Support new initiatives and align relevant leaders to client programs. Operations Management · Define, refine, and manage internal processes to support client engagements. · Collaborate with recruitment teams for clear resource requests and timely onboarding. · Manage SOW lifecycle: initiation, rate negotiations, coordination, and approvals. · Ensure timesheet compliance and timely client approvals. · Conduct annual SOW reviews and drive operational efficiency through data-driven improvements. Qualifications: Bachelor’s or Master’s degree in Information Technology or related field. 12–15 years of IT industry experience, with 3+ years in delivery leadership roles. Strong background in software development, testing, or business analysis. Proven experience managing large-scale enterprise teams and client engagements. Deep understanding of SDLC best practices, project metrics, and delivery excellence. Exposure to emerging technologies and trends, including Artificial Intelligence. Strong technical, project, and program management skills with large teams. Excellent business acumen with ability to analyze numbers and business processes. Outstanding leadership, communication, presentation, and client management skills. About Us Opteamix is an AI-powered technology services company on a mission to simplify success. We combine cutting-edge innovation with deep industry expertise to help organizations operate more intelligently, faster, and more competitively. Our service portfolio includes AI Consulting, Custom-built Generative AI Solutions, Cloud Engineering, Quality Engineering, Robotic Process Automation, DevOps, and more. With a strong “people-first” culture, headquartered in Denver, Colorado, and a delivery center in Bengaluru, India, we act as trusted technology partners—aligning every initiative with strategic objectives to deliver real, measurable impact. (opteamix.com)
The Marketing Manager will be responsible for managing the marketing functions at Opteamix while leveraging AI technologies. They will supervise, oversee, lead, manage, and motivate teams within the marketing department while driving exceptional lead generation results through innovative AI-enhanced strategies. This role is perfect for someone who isn't afraid to roll up their sleeves and dive into both the creative and analytical sides of technology services marketing. Responsibilities Develop AI-powered marketing strategies that align with Opteamix's growth objectives. Lead and mentor the marketing teams, fostering innovation and collaboration across functions. Leverage AI across all marketing functions - from content creation to social media management, email personalization, SEO optimization, creative development, and campaign optimization. Drive lead generation through strategic multi-channel campaigns. Coordinate and collaborate with external marketing agencies and vendors to execute integrated campaigns and ensure brand consistency across all touchpoints. Conduct market research and translate insights into actionable campaigns Stay ahead of industry trends in AI, marketing technology, and B2B lead generation best practices Qualifications Master's degree in Business (MBA), Marketing, Communications, or related field. Minimum 9 years of marketing experience, preferably in technology services or B2B tech. Proven track record in team leadership and managing both junior and senior marketing professionals. Hands-on experience with AI marketing tools across all functions (ChatGPT, Claude, Midjourney, Canva AI, or similar platforms for content, design, analytics, and strategy). Lead generation expertise with demonstrable results in B2B technology environments. Strategic problem-solving skills with a data-driven decision-making approach. Excellent communicator with strong written and verbal skills.
Gen AI/Azure Technical Lead/Architect Strong programming knowledge in one of the following technology areas: 1. Python: Familiarity with frameworks like FastAPI or Flask, along with data libraries like NumPy and Pandas. 2. .NET: Knowledge of ASP.NET and Web API development. Experience with any one of the following cloud platforms and services: 1. Azure: Azure App Service or Azure Functions, Azure Storage , AI Foundry, Azure Open AI Experience with at least one of the following databases: Azure SQL, SQL Server, Cosmos DB, MySQL, PostgreSQL, or MongoDB Experience in integration to LLMs, and building RAG Minimum of 3 months experience in developing GenAI solutions using any LLMs and deploying them on cloud platforms. Lead, mentor, and manage a team of developers to deliver complex IT solutions. Collaborate with team members and customers to understand project requirements and translate them into effective technical solutions. Use analytical and problem-solving skills to troubleshoot, debug, and improve solutions. - Effectively lead the development team to ensure successful project delivery. Possess strong communication skills to engage effectively with customers.
The Marketing Manager will be responsible for managing the marketing functions at Opteamix while leveraging AI technologies. They will supervise, oversee, lead, manage, and motivate teams within the marketing department while driving exceptional lead generation results through innovative AI-enhanced strategies. This role is perfect for someone who isn't afraid to roll up their sleeves and dive into both the creative and analytical sides of technology services marketing. Responsibilities Develop AI-powered marketing strategies that align with Opteamix's growth objectives. Lead and mentor the marketing teams, fostering innovation and collaboration across functions. Leverage AI across all marketing functions - from content creation to social media management, email personalization, SEO optimization, creative development, and campaign optimization. Drive lead generation through strategic multi-channel campaigns. Coordinate and collaborate with external marketing agencies and vendors to execute integrated campaigns and ensure brand consistency across all touchpoints. Conduct market research and translate insights into actionable campaigns Stay ahead of industry trends in AI, marketing technology, and B2B lead generation best practices Qualifications Master's degree in Business (MBA), Marketing, Communications, or related field. Minimum 9 years of marketing experience, preferably in technology services or B2B tech. Proven track record in team leadership and managing both junior and senior marketing professionals. Hands-on experience with AI marketing tools across all functions (ChatGPT, Claude, Midjourney, Canva AI, or similar platforms for content, design, analytics, and strategy). Lead generation expertise with demonstrable results in B2B technology environments. Strategic problem-solving skills with a data-driven decision-making approach. Excellent communicator with strong written and verbal skills.
Required Skills and Experience 4+ years of experience as a Data Engineer or Integration Developer, with at least 3 years in Azure Data Factory. Proven experience integrating on-premise or SaaS systems via APIs/SDKs, preferably with Applied EPIC, Salesforce, or similar CRM/AMS systems. Proficiency in ADF pipeline orchestration, including Copy Activity, REST connectors, Web Activities, and Custom Activities. Strong programming skills in C# (.NET) or Python for API development and automation. Hands-on experience with Logic Apps, Service Bus, Event Grid, and Azure Functions. Working knowledge of Azure API Management, Key Vault, Application Insights, and Azure Monitor. Solid understanding of data modeling, ETL/ELT, and data quality frameworks within Azure ecosystem. Familiarity with Power BI, Fabric Lakehouse, or Synapse Analytics is a plus. Excellent problem-solving, documentation, and communication skills with a collaborative, delivery-focused approach. Key Responsibilities Design and build modern data integration pipelines in Azure Data Factory to replace legacy Informatica workflows between EPIC AMS and Salesforce. Develop and maintain Azure Functions (.NET or Python) to interface with EPIC SDK APIs for reading, writing, and bulk updating policy, client, and transaction data. Implement Logic Apps workflows to orchestrate near real-time integrations, data refreshes, and error-handling processes. Configure and manage Azure API Management (APIM) for secure and scalable API calls to EPIC and Salesforce endpoints. Design robust data flow orchestration patterns using ADF pipelines, triggers, and linked services across OneLake/ADLS Gen2. Implement monitoring and logging using Application Insights, Log Analytics, and Azure Monitor to track pipeline health and performance. Work closely with Salesforce, BI, and Data Architecture teams to align data models and ensure consistent schema mappings across systems. Support data transformation and validation using Mapping Data Flows, Synapse Notebooks, or Fabric Dataflows where needed. Build reusable frameworks for error handling, retries, and dead-letter queues using Service Bus and Event Grid. Enforce data governance and compliance (PII, audit trails, IPE) through secure credential management in Azure Key Vault and structured logging. Contribute to CI/CD pipelines via Azure DevOps or GitHub Actions for version control, testing, and deployment automation. Preferred Qualifications Experience with Applied EPIC SDKs or agency management system APIs. Exposure to Salesforce Bulk API, SOQL, or Salesforce data model. Understanding of insurance brokerage, financial, or CRM data domains. Azure certifications such as DP-203, DP-500, or PL-300. Experience with CI/CD using Azure DevOps Pipelines or GitHub Actions. Key Outcomes Replacement of Informatica pipelines with Azure-native orchestration in ADF and Logic Apps. Reliable, auditable, and automated integration of EPIC and Salesforce data. Scalable and maintainable API-driven data architecture aligned with Microsoft Fabric strategy. Improved monitoring, performance, and data quality through centralized observability tools.
Position: Lead Trade Operations Job Overview: The Lead Trade Operations will manage end-to-end post-trade activities while also guiding junior team members. This role requires strong operational expertise across CRIMS, DTCC workflows, custodial processes, and reconciliation. The Lead will act as a bridge between the trading desk and custodial partners, ensuring timely settlement, exception reduction, and workflow improvements. Key Responsibilities and Duties Trade Lifecycle Management Manage daily trade operations across equities, fixed income, and optionsfrom trade capture to final settlement. Ensure trades are entered correctly in Charles River, validated against compliance rules, and properly routed. Oversee allocations, confirmations, and affirmations in coordination with custodians and brokers. Custodian & Prime Broker Coordination Act as the main point of contact for our custodians (Pershing, Fidelity, Schwab, Goldman Sachs). Coordinate prime brokerage and trade-away settlements, ensuring all trades are booked and reconciled accurately. Proactively investigate and resolve any failed trades, mismatched instructions, or settlement issues. DTCC and Industry Process Oversight Manage the DTCC confirmation and affirmation process to make sure trades are affirmed and settled on schedule. Monitor exceptions and resolve trade discrepancies before settlement deadlines. Stay current on industry changes, such as T+1 settlement and other post-trade updates. Process Improvement & Automation Identify areas where automation can streamline workflows or reduce manual touchpoints. Partner with technology and trading teams to implement smarter settlement and reconciliation tools. Keep our SOPs up to date to ensure consistency and clarity across processes. Reconciliation & Risk Control Perform daily reconciliations of trades, cash, and positions between internal systems and custodians. Maintain the accuracy of trade blotters and custodial records. Resolve discrepancies quickly and document resolutions for audit and compliance purposes. Team Collaboration Work closely with the trading desk, portfolio management, compliance, and finance to ensure seamless trade flow. Share your expertise during new custodian setups or system integrations. Mentor junior team members and help strengthen overall operational knowledge across the team. Qualifications Mandatory Qualifications Minimum of 8 years in trade operations within an RIA, asset manager, hedge fund, or broker-dealer. Hands-on experience with Charles River (CRIMS) and custodian platforms (Pershing, Fidelity, Schwab, Goldman Sachs). Deep understanding of trade settlement, clearing, and custody operations, including DTCC and Omgeo workflows. Strong working knowledge of equities, fixed income, and options trade lifecycles. Proven ability to troubleshoot settlement issues and reduce breaks through process improvements. Comfortable working with data and systemsadvanced Excel skills and familiarity with automation tools are a plus. A proactive mindset, strong attention to detail, and the ability to stay calm under tight deadlines. Preferred Qualifications Experience leading or supporting T+1 settlement readiness or other industry initiatives. Familiarity with SWIFT messaging, FIX trade flows, or other electronic trading protocols. Prior experience managing vendor relationships or system integrations. FINRA licenses (Series 7 or 99) are preferred but not required. Performance Metrics Settlement accuracy and timeliness. Reduction in settlement breaks and operational exceptions. Successful implementation of process improvements and automation. Quality of internal documentation and SOPs. Effective collaboration across teams and external partners.
Position: Senior Associate Trade Operations Role Overview The Senior Trade Operations Associate is a key member of the Trading & Operations team responsible for managing the full post-trade lifecycle across multiple asset classes and custodial relationships. This individual ensures accurate and timely trade capture, confirmation, and settlement, while maintaining strong operational controls and proactively identifying opportunities to enhance efficiency through process automation. The role requires deep knowledge of Charles River (CRIMS), custodial workflows, and prime brokerage settlement processes, along with a strong understanding of DTCCs confirmation/affirmation protocols. The position also plays a leadership role in driving operational readiness for T+1 settlement and other evolving industry initiatives. Key Responsibilities and Duties Trade Lifecycle Management Manage daily trade operations across equities, fixed income, and optionsfrom trade capture to final settlement. Ensure trades are entered correctly in Charles River, validated against compliance rules, and properly routed. Oversee allocations, confirmations, and affirmations in coordination with custodians and brokers. Custodian & Prime Broker Coordination Act as the main point of contact for our custodians (Pershing, Fidelity, Schwab, Goldman Sachs). Coordinate prime brokerage and trade-away settlements, ensuring all trades are booked and reconciled accurately. Proactively investigate and resolve any failed trades, mismatched instructions, or settlement issues. DTCC and Industry Process Oversight Manage the DTCC confirmation and affirmation process to make sure trades are affirmed and settled on schedule. Monitor exceptions and resolve trade discrepancies before settlement deadlines. Stay current on industry changes, such as T+1 settlement and other post-trade updates. Process Improvement & Automation Identify areas where automation can streamline workflows or reduce manual touchpoints. Partner with technology and trading teams to implement smarter settlement and reconciliation tools. Keep our SOPs up to date to ensure consistency and clarity across processes. Reconciliation & Risk Control Perform daily reconciliations of trades, cash, and positions between internal systems and custodians. Maintain the accuracy of trade blotters and custodial records. Resolve discrepancies quickly and document resolutions for audit and compliance purposes. Team Collaboration Work closely with the trading desk, portfolio management, compliance, and finance to ensure seamless trade flow. Share your expertise during new custodian setups or system integrations. Mentor junior team members and help strengthen overall operational knowledge across the team. Qualifications Mandatory Qualifications Minimum of 5 years in trade operations within an RIA, asset manager, hedge fund, or broker-dealer. Hands-on experience with Charles River (CRIMS) and custodian platforms (Pershing, Fidelity, Schwab, Goldman Sachs). Deep understanding of trade settlement, clearing, and custody operations, including DTCC and Omgeo workflows. Strong working knowledge of equities, fixed income, and options trade lifecycles. Proven ability to troubleshoot settlement issues and reduce breaks through process improvements. Comfortable working with data and systemsadvanced Excel skills and familiarity with automation tools are a plus. A proactive mindset, strong attention to detail, and the ability to stay calm under tight deadlines. Preferred Qualifications Experience leading or supporting T+1 settlement readiness or other industry initiatives. Familiarity with SWIFT messaging, FIX trade flows, or other electronic trading protocols. Prior experience managing vendor relationships or system integrations. FINRA licenses (Series 7 or 99) are preferred but not required. Performance Metrics Settlement accuracy and timeliness. Reduction in settlement breaks and operational exceptions. Successful implementation of process improvements and automation. Quality of internal documentation and SOPs. Effective collaboration across teams and external partners.
Position: Senior Associate - Trade Operations Job Overview: The Senior Trade Operations Associate is a key member of the Trading & Operations team responsible for managing the full post-trade lifecycle across multiple asset classes and custodial relationships. This individual ensures accurate and timely trade capture, confirmation, and settlement, while maintaining strong operational controls and proactively identifying opportunities to enhance efficiency through process automation. The role requires deep knowledge of Charles River (CRIMS), custodial workflows, and prime brokerage settlement processes, along with a strong understanding of DTCC’s confirmation/affirmation protocols. The position also plays a leadership role in driving operational readiness for T+1 settlement and other evolving industry initiatives. Key Responsibilities and Duties Trade Lifecycle Management Manage daily trade operations across equities, fixed income, and options—from trade capture to final settlement. Ensure trades are entered correctly in Charles River, validated against compliance rules, and properly routed. Oversee allocations, confirmations, and affirmations in coordination with custodians and brokers. Custodian & Prime Broker Coordination Act as the main point of contact for our custodians (Pershing, Fidelity, Schwab, Goldman Sachs). Coordinate prime brokerage and trade-away settlements, ensuring all trades are booked and reconciled accurately. Proactively investigate and resolve any failed trades, mismatched instructions, or settlement issues. DTCC and Industry Process Oversight Manage the DTCC confirmation and affirmation process to make sure trades are affirmed and settled on schedule. Monitor exceptions and resolve trade discrepancies before settlement deadlines. Stay current on industry changes, such as T+1 settlement and other post-trade updates. Process Improvement & Automation Identify areas where automation can streamline workflows or reduce manual touchpoints. Partner with technology and trading teams to implement smarter settlement and reconciliation tools. Keep our SOPs up to date to ensure consistency and clarity across processes. Reconciliation & Risk Control Perform daily reconciliations of trades, cash, and positions between internal systems and custodians. Maintain the accuracy of trade blotters and custodial records. Resolve discrepancies quickly and document resolutions for audit and compliance purposes. Team Collaboration Work closely with the trading desk, portfolio management, compliance, and finance to ensure seamless trade flow. Share your expertise during new custodian setups or system integrations. Mentor junior team members and help strengthen overall operational knowledge across the team. Qualifications Mandatory Qualifications Minimum of 5 - 7 years in trade operations within an RIA, asset manager, hedge fund, or broker-dealer. Hands-on experience with Charles River (CRIMS) and custodian platforms (Pershing, Fidelity, Schwab, Goldman Sachs). Deep understanding of trade settlement, clearing, and custody operations, including DTCC and Omgeo workflows. Strong working knowledge of equities, fixed income, and options trade lifecycles. Proven ability to troubleshoot settlement issues and reduce breaks through process improvements. Comfortable working with data and systems—advanced Excel skills and familiarity with automation tools are a plus. A proactive mindset, strong attention to detail, and the ability to stay calm under tight deadlines. Preferred Qualifications Experience leading or supporting T+1 settlement readiness or other industry initiatives. Familiarity with SWIFT messaging, FIX trade flows, or other electronic trading protocols. Prior experience managing vendor relationships or system integrations. FINRA licenses (Series 7 or 99) are preferred but not required. Performance Metrics Settlement accuracy and timeliness. Reduction in settlement breaks and operational exceptions. Successful implementation of process improvements and automation. Quality of internal documentation and SOPs. Effective collaboration across teams and external partners.