[Remote] Shared Services Enablement Analyst at Arta Finance

United States

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$70,000 – $85,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have over 3 years of experience in project coordination, operations, or customer support enablement. Strong analytical skills with proficiency in Excel/Google Sheets are required, and experience with BI tools like Looker or Tableau is a plus. Familiarity with BPO/vendor environments and fintech customer support is preferred. Excellent organizational and communication skills are essential for managing multiple projects simultaneously.

Responsibilities

The Shared Services Enablement Analyst will manage Shared Services projects, tracking milestones and deliverables across QA, L&D, and Content. They will analyze QA results, training completion, and KB usage data to identify performance trends and report on impact. Responsibilities include supporting AI and automation initiatives by structuring data, conducting QA audits, preparing calibration reports, drafting and updating KB articles and SOPs, coordinating training schedules, administering LMS tasks, and capturing meeting notes to drive follow-through.

Skills

Project Management

Data Analysis

QA Audits

KB Article Creation

SOP Development

Documentation

Metadata Tagging

Performance Tracking

Reporting

Data Structuring

AI/Automation Support

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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