Financial Operational Excellence Senior Associate

| Greater NYC Area | Hybrid
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Thank you for your interest in joining the Yieldstreet team! Our mission is to empower people by helping them realize their next level, and we remain committed to supporting our employees, investors, and community during the COVID-19 pandemic. Here are some of the ways we've been responding to the crisis.

About the Role 

Yieldstreet is hiring a Financial Operational Excellence Senior Associate to manage and maintain the operational excellence of our investment process. You will work on the team responsible for all of our finance, operations and IT functions, and partner with various stakeholders across the business to streamline, influence and enhance our processes. You will lead projects across the function and assist the finance team with the timely, efficient and accurate reporting of investment transactions. You will have deep experience in understanding operational processes and have the ability to identify opportunities for improvement. 

This is a great opportunity for someone interested in transitioning out of a bank or fund who is operationally savvy and passionate about Yieldstreet’s mission to help investors Realize Their Next Level. You recognize the need for more people to access alternative investments and want to help us on our journey putting millions of people on the path to financial independence!

While we are currently working remotely, this role will be based out of our NYC headquarters.

What you'll do:

  • Own and promote standardized processes and controls across investment operations
  • Lead projects relating to the operations of the finance function
  • Enhance workflow and cross-departmental engagements
  • Develop and maintain understanding of business processes for current product offerings; assist in ensuring processes follow set of accepted protocols
  • Manage filing and maintenance of Finance and Investment records
  • Assist with the timely, efficient and accurate recording of transactions through cloud-based ERP
  • Assist with the completion and review of month-end reconciliations
  • Assist with the preparation of monthly, quarterly and annual reports to internal parties
  • Build productive working relationships with various departments to ensure the timely completion of team initiatives

What you'll need:

  • 4-6 years of experience in financial services focused on operations within investment management
  • Track record of success in building new operational processes and an ability to work through ambiguity.
  • Strong knowledge of reconciliation and account analysis
  • Outstanding communicator and a solution focused problem solver
  • Demonstrated ability to evaluate new product opportunities by bringing internal stakeholders and existing/ new partners together
  • An exceptional eye for detail, while working within strict timelines
  • Tenacious and a strong sense of ownership over assigned tasks
  • Ability to adapt to change and continuous business improvement 
  • Experience working as part of a high-performing interconnected operations team
  • A willingness to tackle new and unexpected challenges in a hands-on manner

Bonus points for:

  • Experience with cloud-based ERP
  • Familiarity with standard internal finance controls utilized by investment funds

About Yieldstreet

Yieldstreet is building the largest global digital wealth management platform to change the way wealth is created. With an investor-first approach, our investor community builds a diversified portfolio of investments outside of the stock market to generate passive income. Yieldstreet is giving unprecedented access to asset classes such as Real Estate, Marine, Legal, Art & Commercial. We’re headquartered in New York City with offices in Brazil, Argentina, Malta and Greece.

Benefits 

We offer an attractive market compensation and benefits package including a stock option plan, health, dental & vision benefits, life insurance, unlimited paid vacation, sabbatical and paid holidays and that's before you even step in the office! 

This is an opportunity to work with a group of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages. Our team is composed of successful entrepreneurs with combined exits of over $1B, and we continue to stay social during the pandemic with virtual social hours, exercise classes, meditation sessions, recipe sharing and so much more! While we are currently working remotely due to COVID-19, we're located in a beautiful new office in Midtown Manhattan and our building is close to most major subway lines.

Yieldstreet is proud to be an equal opportunity employer. We celebrate diversity and are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without discrimination or harassment based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
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    • RLanguages
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    • ReactLibraries
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Location

We're located in a beautiful new office in Midtown with a balcony overlooking Park Avenue, close to Grand Central and most major subway lines. We are headquartered in NYC and also have offices in Miami, Boston, Greece, Malta and Brazil.

An Insider's view of Yieldstreet

What are some social events your company does?

My favorite part of Yieldstreet is our camaraderie. It’s refreshing to be part of a team that likes spending time together vs bolting for the door as soon as the clock strikes 5. We do group workouts, host guest speakers, do team outings, and go for dinners at popular spots like Vandal, Lavo and Nobu.

Meg

Chief of Staff

How do you collaborate with other teams in the company?

We collaborate across functional differences (your normal departmental divisions) and geographic distances. We not only share documentation about features and strategy, but also about the best spots to grab a bite, a drink, or to catch a show! Yieldstreet folks look out for each other, so our teams in Brazil, Argentina, Malta have followed suit.

Charlie

Senior Product Manager

How has your career grown since starting at the company?

My career has grown tremendously in the year and a half at Yieldstreet. I started as the only Product Manager on the team, and as we've scaled, I have had the opportunity to grow the product team to six people. I was recently promoted to Director and now have a wide-ranging set of responsibilities and the capability to impact company strategy.

Glenna

Senior Director, Product Management

How do you make yourself accessible to the rest of the team?

I sit amongst the team, grab lunch with the team, go to happy hours with the team and that is why I feel like I'm always in the know with the challenges and successes of the team. Being accessible doesn't have to just be scheduled and I expect that my team will / can come to me at any time or any place to address whatever needs to be addressed.

Matt

Head of Credit Underwriting

What are Yieldstreet Perks + Benefits

Yieldstreet Benefits Overview

We offer an attractive market compensation and benefits package including a stock option plan, health, dental & vision benefits, life insurance, 401K match, unlimited paid vacation, wellness and educational stipend, sabbatical and paid holidays and that's before you even step in the office!

Culture
Partners with nonprofits
Yieldstreet has raised money for Robin Hood for COVID-19 relief and has also raised money for United Hatzalah through the Yieldstreet Foundation.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Summer Fridays!
Diversity
Mandated unconscious bias training
Diversity employee resource groups
Yieldstreet launched its first women-focused Employee Resource Group in 2020.
Hiring practices that promote diversity
Yieldstreet conducts inclusive and structured hiring processes that assess and evaluate all candidates equally, striving to hire the best and most diverse talent.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Yieldstreet employees can contribute up to $2750 annually to their FSA. Yieldstreet also contributes to your HSA.
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 12 weeks of parental leave for the primary caretaker. Yieldstreet also provides 4 weeks of leave for the secondary caretaker.
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Sabbatical
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Yieldstreet offers pre-tax commuter benefits for all employees.
Company-sponsored outings
Free snacks and drinks
Some meals provided
Employees get free lunch on Wednesday.
Company-sponsored happy hours
Happy hours are frequently hosted by individual teams and company-wide.
Fitness stipend
Yieldstreet pays for fitness classes that we attend together as a team.
Home-office stipend for remote employees
Each employee gets $300 for remote work supplies.
Onsite gym
Professional Development Benefits
Job training & conferences
Yieldstreet offers employees professional development opportunities like the ability to attend job related conferences and seminars, leadership training, and 1-1 coaching for managers.
Lunch and learns
For example, New York Times best selling author, Alexa von Tobel recently held a lunch & learn about her new book "Financially Forward". All of our employees received a free copy of her book.
Promote from within
Continuing education stipend
Yieldstreet offers learning and development stipend to all employees.
Online course subscriptions available
Customized development tracks
Paid industry certifications
We don't have a budget for industry certifications but we pay for those that are relevant.

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