Senior Analyst - Platform Operations at Invoca

Coimbatore, Tamil Nadu, India

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative Investments, Hedge FundsIndustries

Requirements

Minimum 3 years of relevant experience in Operations, Middle-Office or related fields (mid-level seniority)
Intermediate understanding of financial markets, instruments, and key processes
Intermediate knowledge of financial products, such as equity, fixed income, foreign exchange, listed derivatives, and OTC derivatives
Experience with reconciliation of positions and understanding of break resolution process
Experience in collateral management process & interest calculations (an asset)
Analytical and detail-oriented, resourceful with a proven ability to manage work in a timely manner
Organizational, interpersonal, and communication skills with the ability to clearly and effectively explain concepts to team members
Team-oriented with demonstrated problem-solving and critical thinking skills
Post Graduation or master’s degree in finance or equivalent qualification from reputed college
Capital market certification or any other charter certifications (an added advantage)

Responsibilities

Perform all OTC collateral management and settlement activities
Perform positions reconciliations, investigate breaks and liaise with counterparties, asset managers and administrators to resolve any discrepancy, maintaining prompt action/response with aforesaid parties
Participate in the configuration and setup of new platforms or funds launches
Maintain funds documentation and processes update at all times
Share knowledge and provide support to other team members
Engage in continuous learning and upscaling knowledge on processes, products and system
From time to time, participate in projects and processes improvements

Skills

OTC collateral management

OTC derivatives settlement

positions reconciliations

funds reconciliations

margins management

counterparty liaison

funds documentation

platform configuration

fund launches

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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