Operations Specialist

Posted 21 Days Ago
Be an Early Applicant
New York, NY
Hybrid
130K-150K Annually
Junior
Fintech
Our modern brokerage infrastructure powers a variety of different investment experiences.
The Role
The Operations Specialist at DriveWealth will automate manual processes within various operational departments, create automation scripts, and assist with troubleshooting during the testing phase. The role involves collaboration with both technical and non-technical team members and requires a proactive approach to improving existing tasks while working in a fast-paced environment.
Summary Generated by Built In

DriveWealth is a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API-based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. DriveWealth has evolved into a global platform offering trading of US equities, mutual funds, ETFs, fixed income, and options.

We seek enthusiastic professionals to contribute diverse perspectives and experiences to our Brokerage-as-a-Service platform. Our culture blends the pace and opportunity of a tech start-up with the impact, stability, and significance of Wall Street. We encourage creativity and experimentation while ensuring institutional-grade execution and regulatory compliance in everything we do. We value diversity and inclusion, celebrating the unique differences of our employees as we scale and grow together. We’re guided by operating principles grounded in accountability, teamwork, integrity, and solutions built to scale. Join us!

About the Role

In this role, you will streamline manual processes for Operations teams across Margin, Treasury, Corporate Actions, Settlements Ops Control, Self-Clearing, and other departments by designing and implementing fast and dynamic automation solutions.

You will work closely with technical experts and non-technical team members, ensuring effective communication and collaboration across diverse functions. The role offers high autonomy in developing ad hoc reports quickly, accurately, and dynamically.  Additionally, your automations will often serve as short-term solutions until a more permanent API-based solution is developed and implemented.

What You’ll Do

  • Create automation scripts as needed
  • Participate in retesting once bugs and issues are resolved
  • Assist with troubleshooting issues during the testing phase, providing technical recommendations
  • Proactively improve existing tasks and help build the environment as the team and business grow
  • Collaboration and communication across diverse teams

What You'll Need

  • 2+ years of automation experience 
  • Intermediate Python and SQL skills are required
  • Proficient in writing SQL queries for relational/foreign databases, repositories, and API calls
  • Ability to write dynamic task/job definitions (daily, monthly, or triggered)
  • Experience with RDMS or database management/engineering is a plus
  • Strong critical thinking and short-term problem-solving skills
  • Self-starter with a proven ability to overcome obstacles
  • Willingness to innovate and adapt
  • Ability to manage multiple tasks while maintaining established processes
  • Enthusiastic about working in a fast-paced, evolving environment
  • Undergraduate degree in Computer Science, Data Science, or equivalent experience 

Applicants must be authorized to work for any employer in the U.S. DriveWealth is unable to sponsor or take over sponsorship of an employment Visa at this time

Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note
: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.

New York, NY (Hybrid) Pay Range

$130,000$150,000 USD

Benefits

  • Competitive medical, dental, and vision insurance options
  • Mental Health and family planning services
  • Unlimited paid time off with ten observed holidays
  • 16 weeks of paid parental leave for biological and adoptive parents
  • Pre-tax commuter benefits
  • $2,500 each year to invest in continued education and personal development
  • $75 a month in fitness and wellness reimbursement
  • Company-provided phone
  • Hybrid work experience that allows for flexibility
  • For in-office employees, a daily lunch stipend, unlimited snacks, and engaging office space in the Financial District

*The benefits outlined above are for US employees, benefit offerings vary based on location

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.

Top Skills

Python
SQL
The Company
HQ: Jersey City, NJ
330 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Over the past ten years, DriveWealth has been breaking down the barriers between global investors and U.S. markets and improving the financial lives of people that have been traditionally underserved and underbanked. We’ve built patent-pending technology to fractionalize US equities and were the first to receive a license to do so in 2015.

Why Work With Us

DriveWealth is growing quickly, and we need your help! This year we plan to getting close to doubling our headcount. We've raised over $100M so far from seasoned fin-tech investors Route 66, Point 72, and Raptor.

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