Operations Associate, Funds Management at Strivo Labs

About the Role

• We are seeking a detail-oriented and proactive Operations Associate, Funds Management to support the seamless execution of our lending, savings, and investment operations.
• This role sits at the heart of our financial operations, ensuring accuracy, compliance, and efficiency across all fund flows and portfolio activities.
• The ideal candidate is highly analytical, well-versed in LoanDisk, and passionate about leveraging technology to drive operational excellence.
• You will play a critical role in managing reconciliations, optimizing fund movement processes, maintaining data integrity, and supporting investment operations for both retail and high-net-worth clients.
• This position requires strong collaboration with the finance, risk, and technology teams to ensure that all fund operations align with company goals, regulatory standards, and stakeholder expectations.

Key Responsibilities
LoanDisk Platform Administration & Optimization:

• Lead the setup, configuration, and ongoing optimization of LoanDisk for lending, savings, and investment operations.
• Manage end-to-end data migration and ensure data integrity across customer, loan, and investment portfolios.
• Customize LoanDisk to generate real-time reports and dashboards that enhance decision-making and visibility.

Funds & Portfolio Operations:

• Oversee daily fund movements, loan disbursements, repayments, savings inflows, and investment transactions.
• Support high-net-worth investment operations, ensuring prompt settlements, reconciliations, and accurate reporting.
• Maintain precise records of all fund activities and ensure they reconcile with accounting and bank records.

Reconciliation, Reporting & Compliance:

• Perform daily and monthly reconciliations between bank statements, LoanDisk, and internal accounting records.
• Generate accurate operational and financial performance reports for management review.
• Ensure compliance with internal control procedures, data security, and CBN/NDIC regulatory requirements.

Operational Efficiency & Process Improvement:

• Identify process gaps and recommend improvements to enhance accuracy, turnaround time, and customer experience.
• Work closely with cross-functional teams to automate workflows, streamline reporting, and improve data reliability.
• Support the development of SOPs for funds management, lending operations, and platform administration.

Data & Insight Generation:

• Conduct performance analysis of loan and investment portfolios to support decision-making and risk management.
• Translate operational data into actionable insights that inform portfolio strategy and business growth.
• Stakeholder Collaboration & Support
• Serve as the operational liaison between technology, finance, and customer teams to resolve issues efficiently.
• Provide system training and support to internal stakeholders to enhance user adoption and process consistency.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum of 2 years’ hands-on experience with LoanDisk in a fintech, lending, or microfinance environment.
• Proven experience in fund management, reconciliations, and credit operations.
• Strong understanding of consumer lending, savings, and investment workflows.
• Demonstrated ability to configure and optimize LoanDisk for reporting, customer information management, and portfolio tracking.
• Proficiency in data analysis, reporting tools, and Microsoft Excel.
• Strong attention to detail, analytical mindset, and ability to manage multiple tasks simultaneously.
• Excellent communication and collaboration skills, with a problem-solving and process-driven approach.