Operational Specialist

Who We Are

We are an AI-driven investment research startup serving global public equity markets. Our team consists of talent from top-tier AI companies and leading global hedge funds, building AI Agents and core infrastructure for fundamental investment research to define the next generation of the buy-side research workflow.

• ARR in the multi-million USD range, growing rapidly
• Clients include dozens of hedge funds across the US, UK, Hong Kong, and Singapore
• Backed by tier-1 USD venture capital funds

Our expert interview platform is live, producing 100+ analyst-led calls per month; our global institutional sales team is scaling rapidly across the US / UK / SG. We are hiring a solid Operations Specialist to run expert-network operations, sales operations, internal processes, and finance coordination — all in one role.

Job Duties

• Expert fee management: Own expert-call fee calculation, reconciliation, and payment workflows; coordinate cross-currency payments with finance; manage tax-related documentation; maintain the expert-fee database
• Transcript library process: Refine archiving, tagging, versioning, and search workflows for expert interview transcripts so analysts, sales, and research clients can retrieve them efficiently; drive standardisation and quality scoring
• Expert Network team metrics: Report on Expert Network team KPIs (call volume, coverage, NPS, exclusive-expert ratio, TAT); produce weekly / monthly reports for team leads and management
• Sales metrics & commission: Calculate sales team performance metrics (ARR, new logos, retention, pipeline conversion) per the sales incentive policy; compute quarterly / annual sales bonuses; ensure accuracy and transparency in payout
• Office paperwork & ops: Contract / agreement filing, client records, day-to-day office operations, cross-region team coordination (Hong Kong / Singapore / US / Europe)
• Process & system iteration: Identify inefficiencies in current workflows and own the build-out of standard SOPs; use Excel / Feishu / collaboration tools to ship reusable operational templates

Requirements

• 2–5 years of expert-network operations or finance experience; exceptional new graduates considered
• Strongly preferred background: Operations / ops / basic finance roles at international expert networks (GLG, AlphaSights, Third Bridge, Tegus, Guidepoint, Atheneum); or operations or finance roles at Chinese expert networks
• Also welcome: Middle-office / ops / finance roles at buy-side or sell-side financial institutions, sales ops / RevOps at SaaS firms, project ops / client services at consulting firms
• English reading & writing (key requirement): Fluent English reading and writing — can read English contracts, expert profiles, DDQ documents, and write professional English emails; spoken fluency is a plus but not required
• Heavy Excel user: VLOOKUP / INDEX-MATCH / pivot tables / nested formulas; Python / SQL for data processing a strong plus
• Proficient in Microsoft Office / Google Workspace / Feishu / DingTalk; CRM (Salesforce, HubSpot) or ERP experience a plus
• Exceptional attention to detail, ownership, and numerical sensitivity — every report you produce directly affects team bonuses and performance reviews
• Able to juggle multiple workstreams and stay composed at month-end / quarter-end reporting cycles
• Real interest in AI, capital markets, and the expert-network industry — you're not just running spreadsheets, you're building Funda's operating backbone

What You'll Get

• A career leap from expert-network ops into a cross-functional operations role; a front-row view of how an AI × finance company coordinates expert network, sales, research, and compliance
• Tier-1 USD VC backed; top-3 globally in 60-day Long/Short return among independent research firms
• Compensation open — calibrated to your ability and experience; performance bonus + early-stage equity
• Clear growth paths: Sales Ops / Revenue Operations / Expert Network Operations Lead / Finance Ops
• Global team across the US, Europe, Singapore, Hong Kong, Taiwan, and Japan — lean, fast, market impact