Job Description
Summary
The Middle Office Analyst serves as a critical bridge between the Trading Desk/Finance team and the Business Development (BD) team. This role ensures seamless client account management, centralizes communications, and maintains a comprehensive overview of Trade Desk and Treasury processes. The ideal candidate is detail-oriented, with strong organizational skills and a solid understanding of crypto operations to facilitate efficient interactions.
Key Responsibilities
- Act as the primary liaison between the Trading Desk/Finance team and the BD team, ensuring alignment on client needs, transaction flows, and operational efficiencies.
- Manage client accounts from onboarding to ongoing support, including KYC/AML verification, account setup, and troubleshooting issues in coordination with relevant teams.
- Centralize client interactions by serving as a single point of contact for inquiries, escalations, and updates between the BD team, clients, and Trading desk team.
- Maintain an in-depth overview of Trade Desk activities (e.g., order execution, liquidity management) and Treasury processes (e.g., fund settlements, wallet management, and risk assessments).
- Monitor and report on key metrics such as transaction volumes, settlement times, and compliance adherence to identify and mitigate operational risks.
- Collaborate with Finance to reconcile accounts, handle discrepancies, and support audits or regulatory reporting requirements in Brazil.
- Assist in process improvements by documenting workflows, recommending automation tools, and ensuring data integrity across systems.
Qualifications and Requirements
- Bachelor's degree in Finance, Business, Accounting, or a related field; certifications in financial operations are a plus.
- 3+ years of experience in middle office, operations, or client services roles, ideally in cryptocurrency exchanges, banking, or fintech.
- Strong knowledge of crypto trading processes, including spot/OTC trades, treasury management, and fiat-crypto conversions.
- Excellent organizational and multitasking skills, with the ability to manage high volumes of client interactions.
- Proficiency in tools like Google Sheets for data analysis, CRM systems, and financial software (e.g., for reconciliation).
- Strong communication skills, with fluency in Portuguese and English.
- Analytical mindset with attention to detail and problem-solving abilities.
- Ability to thrive in a dynamic, fast-paced environment with cross-functional teams.
Join the Coins Team Now!
Meaningful Collaborations - The successful candidate will work cross-functionally with other relevant teams to carry out implementations that will improve and create an impact on customer experience.
Scalable Growth - Be part of a fast-growing organization with the vision to expand its territories outside APAC which will provide opportunities for career advancement.
A Space For Bright Ideas - Let your bright ideas be converted into meaningful changes! Coins culture welcomes new ideas backed up by data to create an impact.
Skills
- Accounting
- Analytical Thinking
- Attention to Detail
- Communications Skills
- Problem Solving
- Team Collaboration