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Senior Operations Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Arch
Full Time position
Listed on 2026-01-25
Job specializations:
  • Business
    Business Analyst, Data Analyst, Business Development, Business Systems/ Tech Analyst
Job Description & How to Apply Below
Location: New York

Our Company

Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. This is tedious, time‑consuming, and prone to manual data entry errors, inconsistent reporting, and lost information. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of portals.

Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast‑growing, dynamic team of 200+ serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve doubled our size every year since inception and are hiring across all departments as we scale.

About

The Role

We’re looking for a Senior Operations Associate to support Arch’s Account Operations team and help ensure our clients experience a seamless, reliable, and proactive partnership with Arch.

As part of our growing Account Operations function, you’ll play a key role in supporting ongoing client success beyond onboarding. You’ll work closely with Account Management and cross‑functional partners to drive operational excellence, improve data quality and reporting accuracy, and help scale the systems and processes that power long‑term client relationships.

This role is ideal for someone who enjoys solving operational problems, thrives in cross‑functional environments, and takes pride in building structure and clarity in fast‑moving, high‑impact work.

What You’ll Do
  • Support day‑to‑day Account Operations efforts by partnering closely with Account Managers to align priorities, track account health, and execute key operational initiatives.
  • Help ensure consistent, high‑quality client experiences by monitoring data accuracy, reporting reliability, and operational follow‑through across accounts.
  • Support operational excellence for high‑priority accounts by maintaining strong standards around data integrity, documentation, and delivery timelines.
  • Build and refine internal tools, dashboards, and checks that improve visibility into account health and support data‑driven decision‑making.
  • Act as a connective layer between Account Management, Product, Data, and broader Operations teams to support new workflows, tools, and process rollouts.
  • Assist with client‑specific reporting needs and data customization, translating technical requirements into clear, client‑facing outcomes.
  • Contribute to the continued growth of Account Operations by helping document playbooks, define metrics, and improve systems that scale with the business.
What We’re Looking For
  • 2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field.
  • Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion.
  • Detail‑oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems.
  • Comfortable working independently in a fast‑paced environment while collaborating closely with cross‑functional partners.
  • Clear communicator who can translate operational or data‑related details into actionable insights.
  • Familiarity with financial or data‑driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared.
Nice to Have
  • Experience in wealth management, private funds, family offices, accounting, or fintech.
  • Exposure to concepts like IRRs, capital calls, K‑1s, or NAV reporting.
  • Experience with SQL or interest in developing technical and data analysis skills.
A Note About Us

All of our full‑time roles are based onsite at our New York City office
, where our team thrives on…

Position Requirements
10+ Years work experience
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