Senior Associate, Platform Operaions at Invoca

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Hedge Funds, Alternative InvestmentsIndustries

Requirements

University degree in finance or related field
Minimum 5 years of relevant experience in Operations, Middle-Office or related fields (mid-level seniority)
Intermediate to advanced understanding of the financial markets, instruments and key processes
Intermediate to advanced 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 margin and collateral management process & calculations (an asset)
Analytical and detail-oriented, resourceful with a proven ability to manage work in a timely manner
Excellent organizational, interpersonal and communication skills with the ability to clearly and effectively explain concepts to team members
Team-oriented professional with demonstrated problem-solving and critical thinking skills

Responsibilities

Monitor cash and margin balances in accordance with margin rules established with each client
Diligently perform all OTC collateral management activities
Review and investigate position reconciliation and liaise with counterparties, asset managers and administrators to resolve any discrepancy
Instruct, review, and approve cash movement and OTC settlements
Participate in platform and funds launches & liquidations
Collaborate on various enhancement projects
Share knowledge and provide guidance and support to other team members

Skills

OTC Collateral Management

Position Reconciliation

Margin Monitoring

OTC Derivatives Settlements

Funds Reconciliation

Cash Management

OTC Settlements

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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