Product Operations Analyst

Product Operations Analyst

About us:

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions.

In October 2021, Halo announced that it raised over US $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.

Come join our uniquely motivated, dynamic and proactive team. Above all, we value collaboration, communication, and passion!

About the Role:

We are looking for a Product Operations Analyst to own pieces of the daily operations of our FinTech platform. If you are passionate about problem-solving, this role is for you. Do you want to own the processes that will power a financial revolution? Do you have the ability to scale in the face of unstoppable growth? Then read on- you are exactly who we’re looking for. The ideal candidate has experience balancing multiple priorities, decisive decision-making, and works well in a collaborative team environment.

Primary Responsibilities:

• Work with product and sales in supporting new and existing clients with technology and products.
• Cultivate and grow relationships with internal and external clients, serving as a main point of contact for platform service.
• Monitor and analyze platform usage and performance data to develop recommendations for platform optimization.
• Troubleshoot and resolve client issues and technical challenges accurately and efficiently.
• Collaborate with internal teams including sales, marketing and product development to report platform feedback, technology pain points, and identify opportunities for product enhancements and new features.
• Develop and deliver client solutions through data-driven platform reporting and functionality.
• Initiate and own day-to-day servicing of client requests, strategic planning, and growth initiatives under the guidance of product ops management.

Required Education and Experience:

• Bachelor's degree in business, finance, marketing, or a related field.
• 1-3 years financial services preferred (technology and/or client facing experience preferred)
• Have or be willing to obtain Series 7, SIE and 63 or 65 within 120 days of employment.
• Strong communication skills, with the ability to effectively communicate technical concepts to both technical and non-technical audiences.
• Proven problem-solving skills, with the ability to resolve complex challenges.
• Proficient in business analytics and data interpretation experience using tools such as Excel and, preferred but not required, SQL and Tableau.
• Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously.

Benefits:

Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable!

• Work with a great team in an exciting work environment
• Hands-on and structured learning opportunities, continued professional growth
• Competitive compensation package
• Comprehensive benefits (medical, dental, vision, life/disability, etc.)
• Multiple voluntary benefits! Identity protection, pet insurance, accident insurance and more
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Hybrid work from home (WFH) environment
• Free snacks
• Company-paid, on-site gym membership
• Building and in-office happy hours
• Ad-hoc outings and activities like baseball games, yoga classes and more!

Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected]