Professional Services Consultant - Operations
- Remote, United States
- Mid-level
- Posted 7 days ago
or apply from Claude / ChatGPT / Muse
Client-facing operations consulting role at a financial technology firm, fully remote, helping asset managers and hedge funds with middle and back office processes and onboarding.
About the role
Suited to someone with operational depth in investment operations who also enjoys working directly with clients. The work spans concurrent projects, platform reviews and system integrations.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Performance measurement, Attribution, Trade lifecycle, PMS, IBOR, ABOR, Reconciliation
- Posted
- 22 Oct 2026
- Last checked
- 29 Oct 2026
What you will do
- Run operational processes and onboard new functionality, asset classes and managers
- Advise clients on integrations across front, middle and back office systems and vendors
- Document business requirements, workflow designs and keep operational materials current
What they look for
- Three to ten years in financial services, hedge funds or fintech, in middle or back office operations
- Understanding of instrument valuation across equities, options, futures, fixed income, credit and FX
- Knowledge of the trade lifecycle from pre-trade compliance through settlement and reporting
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job rylghrixj2Questions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a mid-level role. The posting asks for: three to ten years in financial services, hedge funds or fintech, in middle or back office operations; understanding of instrument valuation across equities, options, futures, fixed income, credit and FX; knowledge of the trade lifecycle from pre-trade compliance through settlement and reporting. Skills it names include Performance measurement, Attribution, Trade lifecycle, PMS.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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