Operations Analyst/Associate, Trade Operations
Augment, New York, NY, United States
Augment is a software infrastructure company building the Robinhood for private markets. We are creating a modern platform that enables investors to access and trade shares in leading pre-IPO companies.
Our core product is an order execution engine that unlocks secondary liquidity, serving high-net-worth individuals, family offices, RIAs, and wealth platforms. By replacing legacy, manual workflows with real-time, technology-driven infrastructure, we are building the execution layer for private markets.
The Role As one of Augment’s earliest operations hires, you will help design and scale the engine that powers our private markets platform. You will sit at the center of Trade Operations, ensuring that our deal execution, compliance tracking, and client experiences are seamless.
This is a hands‑on role with real ownership. You will play a crucial role in identifying efficiencies while managing the day‑to‑day heavy lifting of our deal lifecycle. If you thrive in fast‑moving environments and enjoy bringing structure to complex workflows, we want to meet you.
Responsibilities
Augment operations:
Support and scale end-to-end Trade Operations, ensuring accurate and timely processing of transactions while proactively identifying areas for process improvement.
System management:
Manage and update Offerings and Special Purpose Vehicles (SPVs) within our internal systems, ensuring all parameters and investor allocations are perfectly configured.
Deal dashboard upkeep:
Maintain our internal Deal Dashboard, ensuring all data is accurate, up-to-date, and provides a reliable single source of truth for the wider team.
2. Compliance & documentation
Drive due diligence (DD):
Assist in the coordination, collection, and organization of critical Due Diligence materials for upcoming deals.
Manage KYC/AML:
Gather, review, and securely store Know Your Customer (KYC) documents, ensuring strict adherence to compliance standards before any deal closes.
3. Client support & communication
Own the client experience:
Serve as the primary point of contact for customer communications, providing prompt, professional, and white‑glove support to our clients and investors.
Query resolution:
Troubleshoot operational issues and answer client questions regarding onboarding, document submission, and offering details.
You'd fit in well if you are...
Hyper‑organized : You manage multiple moving parts without dropping details
Financially fluent : Familiarity with private markets, SPVs, KYC/AML, broker‑dealer operations, or trade execution preferred
Strong communicator : Clear, concise written and verbal communication
Tech‑comfortable : Able to navigate internal dashboards, CRMs, and new systems quickly
Process‑minded : You do not just execute tasks, you improve systems
Qualifications
Hyper‑organized: You manage multiple moving parts without dropping details
Financially fluent: Familiarity with private markets, SPVs, KYC/AML, broker‑dealer operations, or trade execution preferred
Strong communicator: Clear, concise written and verbal communication
Tech‑comfortable: Able to navigate internal dashboards, CRMs, and operational systems quickly. Strong Excel or Google Sheets proficiency.
Process‑minded: You do not just execute tasks, you improve systems
Skills we love Bonus
Experience at a broker‑dealer, investment platform, fintech, or SPV administrator
Strong background in fund administration
Meaningful equity in an early‑stage high growth company
100% employer‑paid medical, dental, and vision coverage for employees
Hybrid in New York or Austin
The US base salary and equity range for this role depends on level, experience, and demonstrated responsibility. The total compensation package may also include additional components or benefits depending on the role.
Join! If this sounds exciting, apply here or reach out to our Head of Operations Jake Tunzi directly.
#J-18808-Ljbffr
Our core product is an order execution engine that unlocks secondary liquidity, serving high-net-worth individuals, family offices, RIAs, and wealth platforms. By replacing legacy, manual workflows with real-time, technology-driven infrastructure, we are building the execution layer for private markets.
The Role As one of Augment’s earliest operations hires, you will help design and scale the engine that powers our private markets platform. You will sit at the center of Trade Operations, ensuring that our deal execution, compliance tracking, and client experiences are seamless.
This is a hands‑on role with real ownership. You will play a crucial role in identifying efficiencies while managing the day‑to‑day heavy lifting of our deal lifecycle. If you thrive in fast‑moving environments and enjoy bringing structure to complex workflows, we want to meet you.
Responsibilities
Augment operations:
Support and scale end-to-end Trade Operations, ensuring accurate and timely processing of transactions while proactively identifying areas for process improvement.
System management:
Manage and update Offerings and Special Purpose Vehicles (SPVs) within our internal systems, ensuring all parameters and investor allocations are perfectly configured.
Deal dashboard upkeep:
Maintain our internal Deal Dashboard, ensuring all data is accurate, up-to-date, and provides a reliable single source of truth for the wider team.
2. Compliance & documentation
Drive due diligence (DD):
Assist in the coordination, collection, and organization of critical Due Diligence materials for upcoming deals.
Manage KYC/AML:
Gather, review, and securely store Know Your Customer (KYC) documents, ensuring strict adherence to compliance standards before any deal closes.
3. Client support & communication
Own the client experience:
Serve as the primary point of contact for customer communications, providing prompt, professional, and white‑glove support to our clients and investors.
Query resolution:
Troubleshoot operational issues and answer client questions regarding onboarding, document submission, and offering details.
You'd fit in well if you are...
Hyper‑organized : You manage multiple moving parts without dropping details
Financially fluent : Familiarity with private markets, SPVs, KYC/AML, broker‑dealer operations, or trade execution preferred
Strong communicator : Clear, concise written and verbal communication
Tech‑comfortable : Able to navigate internal dashboards, CRMs, and new systems quickly
Process‑minded : You do not just execute tasks, you improve systems
Qualifications
Hyper‑organized: You manage multiple moving parts without dropping details
Financially fluent: Familiarity with private markets, SPVs, KYC/AML, broker‑dealer operations, or trade execution preferred
Strong communicator: Clear, concise written and verbal communication
Tech‑comfortable: Able to navigate internal dashboards, CRMs, and operational systems quickly. Strong Excel or Google Sheets proficiency.
Process‑minded: You do not just execute tasks, you improve systems
Skills we love Bonus
Experience at a broker‑dealer, investment platform, fintech, or SPV administrator
Strong background in fund administration
Meaningful equity in an early‑stage high growth company
100% employer‑paid medical, dental, and vision coverage for employees
Hybrid in New York or Austin
The US base salary and equity range for this role depends on level, experience, and demonstrated responsibility. The total compensation package may also include additional components or benefits depending on the role.
Join! If this sounds exciting, apply here or reach out to our Head of Operations Jake Tunzi directly.
#J-18808-Ljbffr