Job Summary
The Platform Operations Lead is responsible for overseeing the comprehensive operational lifecycle of private market transactions, which encompasses deal setup, bidding processes, and settlement activities. This role involves driving enhancements in operational procedures and collaborating with product teams to refine platform tools.
Responsibilities
- Manage the complete operational workflow for private market transactions, covering all phases from initiation to completion.
- Implement process improvements and standard operating procedures to streamline operations.
- Work closely with product teams to upgrade and optimize platform tools.
Qualifications
- 4 to 7 years of experience in transaction or fund operations, particularly in the context of private markets.
- Strong communication skills essential for effective collaboration and information exchange.
- In-depth knowledge of KYC/AML regulations is required.
- Willingness to pursue FINRA qualifications as part of the role’s requirements.
