Specialist, Platform Operations 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, Alternative Investments, Hedge FundsIndustries

Requirements

University degree in finance or related field
Desired seniority level: mid-senior-level (minimum 6-8 years of relevant experience in Operations, Middle-Office or related fields)
Advanced understanding of the financial markets, instruments and key processes
Advanced knowledge of financial products, such as equity, fixed income, foreign exchange, listed derivatives, and OTC derivatives
Extensive experience with reconciliation of positions and understanding of break-resolution process
Experience in margin and collateral management processes & calculations
Exceptional attention to detail and proven ability to problem solve by escalating issues to leadership with their possible solutions
Excellent verbal and written communication skills, with the ability to articulate information to internal and external stakeholders
Demonstrated leadership qualities along with a proactive, positive, and adaptable approach to work

Responsibilities

Provide management and oversight of operational production activity including monitoring cash and margin balances in accordance with margin rules established with each client
Perform all aspects of people management including coaching and development of team members, leading and motivating as well as performing goal setting, 1-1s, mid-year and year-end review
Diligently oversee all OTC collateral management activities
Participate in clients and hedge fund manager calls to help resolving issues relating to the Innocap operating model, onboarding, and operational structuring
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 payments
Actively participate in platform and funds launches & liquidations
Serve as an escalation point for resolving more complex issues and handling client requests
Collaborate and lead/manage project work to support internal and external needs

Skills

Funds Reconciliation

OTC Collateral Management

Margin Management

OTC Derivatives Payments

Cash Balance Monitoring

People Management

Performance Reviews

Client Oversight

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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