Operations Specialist
Primary stack
Nice to have's
Job description
About the Position
We are seeking an Operations Specialist with a strong understanding of financial markets to support organisational analysis, market intelligence, and strategic solution development.
The successful candidate will analyse target organisations, identify key stakeholders, understand operational and commercial challenges, and support the development of structured, commercially viable solutions.
They will work closely with prospective and current clients as well as internal Product, Operations, and R&D teams to ensure market requirements are effectively translated into business use cases and implementation initiatives.
The ideal candidate will be intellectually curious, commercially minded, and comfortable engaging with senior stakeholders across financial institutions and related organisations.
Responsibilities
- Conduct research on financial institutions, market participants, and industry developments to identify opportunities and market trends
- Analyse target organisations, map key stakeholders and decision-makers, and support engagement strategies
- Engage directly with prospective clients through meetings, calls, and follow-up activities to understand business challenges and objectives
- Prepare presentations, reports, and briefing materials to support client discussions and internal decision-making
- Translate market and client insights into structured insights and use cases
- Work closely with Product, Operations, and R&D teams to support ongoing initiatives and implementation activities
Requirements
- Degree in Business, Economics, Finance, Management, or a related discipline
- Understanding of financial markets, financial institutions, and organisational structures
- Excellent research, analytical, and problem-solving skills
- Strong written and verbal communication skills
- Ability to manage multiple tasks and work effectively in a fast-paced environment
- Comfortable engaging with clients, stakeholders, and cross-functional teams
Bonus Points
- Previous professional experience in financial services, fintech, operations, strategy, business development, or commercial roles
- Experience conducting market research, competitor analysis, or business analysis
- Exposure to client-facing environments and stakeholder engagement activities
- Familiarity with CRM platforms or sales support activities
We Offer
- Opportunity to work in a dynamic and innovative environment
- Collaborate with a diverse and talented team
- Competitive salary and benefits package
About the Company
MDOTM is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals. MDOTM provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM’s advisory and its AI platform to support their investment process.
New York | London | Milan
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