Financial Operational Excellence Senior Associate
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.