D2C Execution, New York
Capitolis
We believe the financial markets can and should work for everyone. Capitolis is the technology company helping to create safer and more vibrant financial markets by unlocking capital constraints and enabling greater access to more diversified capital and investment opportunities. Rooted in advanced technology and deep financial expertise, Capitolis powers groundbreaking financial solutions that drive growth for global and regional banks – and institutional investors alike. Capitolis is backed by world class venture capital firms, including Canapi Ventures, 9Yards Capital, SVB Capital, Andreessen Horowitz (a16z), Index Ventures, Sequoia Capital, Spark Capital, and S Capital, as well as leading global banks such as Barclays, BNP Paribas, Citi, J.P. Morgan, Morgan Stanley, Standard Chartered, State Street and UBS.
Founded in 2017, our team brings decades of experience in launching successful startups, technology, and financial services. Capitolis was recognized on the Inc. 2024 Best in Business list in the Financial Services and Innovation & Technology categories, and honored for the third consecutive year in the 2025 Euromoney Foreign Exchange Awards. The company has been included on CNBC’s World's Top Fintech Companies list for the past three years, Deloitte’s Technology Fast 500 list in consecutive years and was named to Fast Company’s prestigious annual list of The World’s Most Innovative Companies for 2023. American Banker recognized Capitolis among the Best Places to Work in Fintech, and the company was named by Crain’s New York Business as one of New York City’s Best Places to Work in 2025 for the fourth consecutive year. For more information, please visit our website at www.capitolis.com or follow us on LinkedIn.
Capitolis is looking for an Operations Analyst to support the efforts of our Novations, Futures Porting, and related product offerings (together our Portfolio Transfer business). The ideal candidate will be able to learn client requirements and help them to manage the lifecycle of a Novation or a Position Transfer. They should enjoy working with complex customer data and will have the opportunity to collaborate with engineering teams to build appropriate operational workflows to drive increased customer value and growth.
Responsibilities:
· Perform daily operational client support related to the Capitolis Portfolio Transfer businesses.
· Support the execution of Portfolio Transfers
o Answering client queries, training clients to use the platform, understanding and relaying client requests to Product and Engineering for development of the platform, client volume and trend analysis, etc.
· Partner closely with Product and Engineering to develop and test updates to product functionality.
· Collaborate with Adoption and Sales to offer client support on operational processes.
Requirements:
· Bachelor’s degree required.
· 1-2+ years operations experience, ideally in Finance or FinTech industry.
· Ability to learn about FX and Futures operations.
· Advanced Excel knowledge a plus.
· Positive attitude and willingness to get involved.
· Ability to multitask and prioritize a high-volume of tasks with urgency.
· Display a high standard of accuracy and attention to detail.
· Effective written and verbal communication skills.
· Desire to work in a collaborative team environment.
· Happy to come into our New York office 5 days a week
The target annual base salary range for this position is $60,000 – $75,000 and is dependent on a variety of factors, including, but not limited to, job-related experience, qualifications, knowledge, and skills. In addition to base salary, the compensation package for this role includes an annual discretionary bonus and company equity. This role is also eligible to participate in company-sponsored benefits and perks.
Our Company Values
We operate with a clear set of values that guide us — our way of being, decisions, and actions. These values define who we are, and we are committed to all of them. These values are uniquely ours. If these values — all of them — speak to you, this is an amazing place, but we are not for everyone. Learn more about our Company Values here.
- We lead with purpose, while creating exceptional value
- We pursue big breakthroughs, responsibly
- We learn from the best and are unapologetically independent
- We are obsessed with the future and fanatical about executing today
- We play tough, with heart
Our People Attributes
Our People Attributes are characteristics that describe the DNA of Capitolis employees. They provide a consistent framework to hire, assess, and develop our team against. Learn more about our People Attributes on our careers page here.
- Super Smart: quality thinking and know what good looks like
- Badass: all in, get stuff done, and high standards
- Good Human: collaborative, open-minded, authentic and real, and pursue self-actualization