IT Specialist at Opto Investments

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Private Markets, Alternative InvestmentsIndustries

Requirements

4-year technical degree (or equivalent work experience)
2+ years of IT operations, systems administration, or related experience
Experience in regulated industries such as wealth management, banking/payments, or healthcare
Exposure to identity and access management, endpoint management, and SaaS administration
Hands-on experience with Google Workspace, Okta/Auth0, AWS IAM, ZipSecurity, and JAMF
Familiarity with compliance frameworks such as SOC2 and ISO27001
Experience collaborating with InfoSec & Compliance to define policy, manage risk, and remediate issues
Excellent communication skills and the ability to translate technical concepts for diverse audiences
Comfort with ambiguity with ability to operate independently and proactively
Experience working in a fast-paced startup environment
Bonus: Experience leveraging AI tools

Responsibilities

Provide IT support to enable connectivity and business operations between two offices and remote employees
Set up and support workstations, office equipment, meeting rooms, and network infrastructure
Maintain an accurate inventory and manage the full lifecycle of company devices
Deploy and administer access to all internal software systems
Manage vendor partnerships end-to-end, balancing cost, security, and contract terms
Partner with finance to set budgets and conduct periodic vendor reviews
Create and enforce IT policies in partnership with InfoSec and Compliance, in support of SOC2 and contractual obligations
Operate and continuously improve employee onboarding and offboarding processes
Monitor and improve IT service delivery using data-driven metrics and feedback loops
Prioritize effectively between day-to-day support and longer term goals

Skills

IT infrastructure

workstations

office systems

identity management

access management

security

compliance

Opto Investments

Tech-driven private markets investment platform

About Opto Investments

OptoInvest offers a technology-driven investment platform for the wealth management community, focusing on private markets like private credit, private equity, real estate, and venture capital. The platform simplifies the investment process for fiduciaries by providing curated investment opportunities and customizable solutions, while aligning its interests with clients by investing its own capital in the deals it offers. Unlike competitors, OptoInvest does not receive fees from fund managers, fostering trust and commitment to client success. The company's goal is to enhance investment outcomes and build long-term partnerships with fiduciaries.

New York City, New YorkHeadquarters

2020Year Founded

$141MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Paid Holidays

Company Equity

Home Office Stipend

Phone/Internet Stipend

Risks

Increased competition from tech-driven platforms could erode Opto's market share.

Reliance on strategic partnerships may risk client engagement if outcomes are not met.

Potential regulatory changes could impact Opto's business model and increase costs.

Differentiation

Opto aligns its incentives with clients by investing its own capital in deals.

The platform offers expertly curated investments and fully-customized solutions for fiduciaries.

Opto provides long-term, hands-on guidance throughout the investment lifecycle.

Upsides

Partnership with Mercer Advisors enhances Opto's client offerings and market reach.

Launch of Planner tool streamlines investment processes for advisors, improving efficiency.

New leadership roles focus on strengthening brand presence and expanding market reach.

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