Senior Operations Associate

About the 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. We serve over 400 clients, including some of America’s largest banks and financial institutions.

Responsibilities

• Support day-to-day operations by partnering with Account Managers and Implementation Specialists to track account health and execute initiatives
• Monitor data accuracy, reporting reliability, and operational follow-through to ensure high-quality client experiences
• Monitor incoming data from clients and institutional sources, identifying and resolving discrepancies
• Assist with client-specific reporting needs and data customization
• Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams
• Maintain detailed account documentation and notes in internal systems
• Share insights from account workflows to inform product and process improvements

Requirements

• 1-2+ years of professional experience in operations, project management, client support, consulting, or finance
• Strong organizational and project management skills
• Detail-oriented and analytical mindset with the ability to validate information across systems
• Ability to work independently in a fast-paced environment
• Clear communication skills for translating operational or data-related details into actionable insights
• Familiarity with financial or data-driven environments

Preferred Qualifications

• 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 data analysis skills

Benefits

• High-impact work with real responsibility from day one
• Collaborative team environment with strong product-market fit
• Beautiful office space in New York City
• Daily lunch provided in the office