[Remote] Principal Operations at Invoca

United Kingdom

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative Investments, Hedge FundsIndustries

Requirements

University degree in finance or related field
Seasoned experience in operations and middle office functions and in designing and implementing complex operational control frameworks
Exceptional interpersonal skills with a proven track record of being client-focused and delivering outstanding client service
Demonstrated strong leadership qualities along with a proactive, positive, and adaptable approach to work
Experience mobilizing efforts of team members and stakeholders in a dynamic environment
Excellent presentation skills and capacity to address complex client questions and requests
Proven experience in problem-solving and decision-making roles
Skills in negotiation, leadership, and delegation
Ability to think and act proactively, and to multi-task in a stimulating environment

Responsibilities

Provide oversight of Operations servicing to specific key clients
Manage the Operations team dedicated to supporting specific key clients by establishing the appropriate oversight framework
Manage client and hedge fund manager calls relating to the Innocap operating model, onboarding, and operational structuring
Support assigned clients and teams in solving complex problems relating to the operating model
Develop a deep understanding of Innocap’s proprietary technology and lead initiatives to improve its capabilities
Form part of the Platform Operations senior management team and actively engage in developing the strategic vision of the team evolution
Periodically attend client marketing and due diligence meetings to present the Innocap operating model and related capabilities and field questions from clients
Act as a coach for the team members, provide them the tools and support they need to succeed in their role
Ensure that all client processes are duly documented
Foster strong relationships with leaders of other departments to build a solid foundation and a smooth transversal operating model

Skills

Funds Reconciliations

Margin Management

OTC Collateral Management

OTC Derivatives Settlement

Client Oversight

Team Management

Onboarding

Operational Structuring

Invoca

AI-powered call tracking and analytics platform

About Invoca

Invoca offers a platform for AI-powered call tracking and conversational analytics, helping businesses analyze phone calls to gain insights from customer conversations. This data is vital for marketers to optimize their advertising strategies and improve customer acquisition. The platform integrates with popular marketing tools, allowing businesses to connect offline and online customer data. Invoca's goal is to enhance marketing performance through detailed insights, enabling data-driven decisions and better return on investment.

Santa Barbara, CaliforniaHeadquarters

2008Year Founded

$194.4MTotal Funding

SERIES_FCompany Stage

Consumer Software, Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Risks

Emerging AI-driven startups could challenge Invoca's market share in conversational analytics.

Privacy regulations like GDPR may limit Invoca's data collection capabilities.

Economic downturns could reduce marketing budgets, impacting Invoca's subscription revenue.

Differentiation

Invoca leads in conversation intelligence AI, enhancing marketing and sales team efficiency.

The platform offers seamless integration with major marketing tools like Google Ads and Salesforce.

Invoca's no-code integrations simplify deployment across social media platforms like TikTok and Snapchat.

Upsides

Growing demand for AI-driven insights boosts Invoca's market potential in personalized marketing.

Recent integrations with social platforms align with expanding social media ad budgets.

Recognition as a leader in revenue execution platforms strengthens Invoca's market position.

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