Senior Associate, Platform Operations at Invoca

Wrocław, Lower Silesian Voivodeship, Poland

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Alternative Investments, Hedge FundsIndustries

Requirements

Experience with data mapping, position reconciliations, margin processing, and collateral management, supported by familiarity with Excel macros, SQL, VBA, and data warehousing or reporting tools
Strong analytical and problem-solving skills with a proactive approach to troubleshooting complex data issues and developing scalable solutions
Intermediate to advanced understanding of financial markets, instruments, and operational processes, including working knowledge of equities, fixed income, FX, listed and OTC derivatives
Minimum 4 years of relevant experience in Operations, Middle Office, Treasury, or data-focused roles, with demonstrated ability to manage large-scale data operations with precision and accuracy
Excellent communication and interpersonal skills, with the ability to clearly explain technical concepts to both internal teams and external stakeholders
Ability to work independently and operate effectively in a dynamic, fast-paced environment with shifting priorities

Responsibilities

Establish and maintain accurate reporting frameworks to perform comprehensive data mapping from counterparty reports into internal systems
Automate trade reconciliation by aligning security identifiers across reports using proprietary coding syntax
Interpret broker and administrator reporting to design reusable templates that streamline fund setup and ensure accurate data is routed to correct teams
Monitor and maintain the integrity of trade, margin, and cash data, proactively resolving mismatches and setup gaps to ensure accuracy across cleared and OTC instruments
Lead cross-functional collaboration to manage end-to-end platform launches and liquidations, ensuring accurate data integration, operational readiness, and secure SFTP setups with brokers and internal teams
Partner with internal development teams to build new functionalities, automate workflows, and reduce manual intervention through setup efficiency and process enhancements
Operate within a shared mailbox model to manage tasks and respond to queries, while fostering a culture of continuous learning through knowledge sharing and team guidance

Skills

data mapping

proprietary coding syntax

trade reconciliation

security identifiers

broker reporting

administrator reporting

reporting frameworks

automation

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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