The Investment Operations Specialist will manage trading workflows, corporate actions, and client onboarding. They will enhance operational tooling and support financial processes within the investment operations team.
About the company
About the Role
Responsibilities
Front Office Trading
Automation & Tooling
Client & Outbound Onboarding
Client Support
Requirements
Nice to Haves
What we offer
Hi, we're Ondo Finance. Our mission is to provide institutional-grade, blockchain-enabled investment products and services. We have both a technology arm that develops decentralized finance technology, and an asset management arm that creates and manages tokenized funds. We were the first company to tokenize exposure to US Treasuries, and have since expanded into several other assets. We are also focused on incubating protocols that can support both tokenized real-world assets and traditional crypto.
Founded by folks from Goldman Sachs Digital Assets Team, we’re backed by some of the best investors in the world including Founders Fund, Coinbase Ventures, Pantera Capital, Tiger Global, and more. We are currently the leaders in the space in terms of AUM and are well capitalized to continue growing the firm. We're fully remote, with team members across the U.S.
We are hiring an Investment Operations Specialist to strengthen execution across Ondo’s four Investment Operations pillars: Front Office Trading, Back Office Accounting, Client & Outbound Onboarding, and Client Support.
This role is designed for a flexible, high-agency operator who can move across workflows, take ownership of defined operational domains (including corporate actions and asset listings), and improve the systems that support our tokenized products (OUSG, USDY, and Ondo Global Markets).
The ideal candidate is organized, analytically strong, detail-oriented, and comfortable operating in evolving environments. This individual will support front-office trading workflows, fully own corporate actions processes, contribute to onboarding and client support infrastructure, and help enhance internal tooling and automation as the platform scales.
- Support execution across tokenized treasury and equity products.
- Monitor broker cash balances and liquidity levels.
- Own corporate actions processing end-to-end (dividends, splits, mergers, ETF distributions, ADR events), including research, coordination, and documentation.
- Support new asset listings and operational readiness for securities added to Ondo Global Markets.
- Assist with collateral tracking and bespoke loan arrangements.
- Perform select onchain operational tasks (bridging, approvals, manual or non-standard transactions) in coordination with the team.
- Monitor operational alerts and escalate discrepancies as needed.
Automation & Tooling
- Enhance internal Retool dashboards and operational reporting tools.
- Improve visibility into positions, cash balances, and operational workflows.
- Identify recurring manual processes and propose scalable improvements.
- Support implementation of AI-enabled workflows where appropriate.
- Strengthen internal documentation and operational clarity.
Client & Outbound Onboarding
- Support operational enhancements within HubSpot-based onboarding workflows.
- Improve reporting and data integrity across onboarding pipelines.
- Assist in structuring and improving outbound onboarding processes.
- Support KYC refreshes and documentation updates.
Client Support
- Improve documentation and knowledge resources used for internal and client-facing queries.
- Support development of scalable inbound and outbound support workflows.
- Assist with cross-functional operational issue resolution.
- Provide backup coverage across select critical workflows.
- 5+ years of experience in investment operations, fintech, fund operations, trading operations, or a similarly fast-paced financial environment.
- Experience operating across multiple workflows (e.g., trade execution, reconciliations, onboarding, client coordination).
- Strong analytical and problem-solving skills.
- High attention to detail and comfort managing capital flows and operational processes.
- Ability to operate independently in ambiguous environments.
- Strong written communication and documentation skills.
- Experience improving operational processes, dashboards, or internal tooling.
- Experience processing corporate actions.
- Exposure to digital assets, tokenized products, or onchain workflows.
- Experience working with brokers, custodians, or fund administrators.
- Familiarity with HubSpot, Retool, or similar operational systems.
- Experience leveraging automation tools or AI to improve workflow efficiency.
- Competitive compensation including but not limited to salary, future token rights, and/or equity (according to your preferences) — We are well-funded and believe that great talent deserves great compensation.
- Full benefits (medical, vision, and dental) and flexible vacation policy (PTO).
- Remote-first team across many countries — You will be an early team member helping shape our vision, culture, and design practices.
- A+ colleagues — Our team includes alumni from: Goldman Sachs, Blackrock, Two Sigma, Bridgewater, SpaceX, AWS, Meta, Google, McKinsey, Circle, Uniswap.
- Best-in-class investors — We are proud to be backed by leading crypto experts and VCs, including Pantera Capital, Founders Fund and Coinbase Ventures.
Top Skills
AI
Hubspot
Retool
Similar Jobs
Artificial Intelligence • Blockchain • Professional Services • Security • Consulting • Cybersecurity • Defense
The Senior Security Engineer will assess application security for AI systems, focusing on prompt injection techniques, threat modeling, and client training on AI security topics.
Top Skills:
CC++GoJavaScriptKotlinObjective-CPythonRubyRustSwiftTypescript
Enterprise Web • HR Tech • Information Technology • Software • Cybersecurity
As a Senior Customer Success Manager, you'll partner with Federal/Military customers to ensure effective onboarding, train clients, set strategies, and measure success while collaborating with professional services and support teams.
Top Skills:
CybersecuritySaaS
.png)
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
Lead engineering teams to build systems powering Coinbase's institutional products, collaborating with cross-functional teams and managing projects to enhance onboarding and activation journeys.
Top Skills:
DockerGoPostgresRuby on RailsRubySinatra
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
