Product Operations Analyst

About Shelton AI

Shelton AI is an AI-native software company transforming how private markets operate. Launched in 2021 and already profitable, we’re one of the fastest-growing firms bringing artificial intelligence and automation to institutional investing. Our platform helps pensions, sovereign wealth funds, private equity firms, and family offices make faster, data-driven decisions across their portfolios. By ingesting and structuring complex GP/LP documents, we deliver analytics around pacing, performance, and valuation—bringing public-market transparency to private markets.

Backed by leading investors, we serve asset owners globally across North America, EMEA, and Asia-Pacific. Our team combines experience from top-tier banks, consulting firms, and private equity funds—and we move fast, with purpose. Join our lean (~30 FTEs) and growing team disrupting the fintech sector.

The Role

You’ll play a critical role in analyzing data, building insights, and supporting strategic decisions. This is a demanding and highly impactful position within Shelton AI. The ideal candidate is ambitious, detail-oriented, and thrives in a fast-paced environment. This role offers strong career growth opportunities, including potential progression into Product Management or exposure to client and go-to-market functions.

Key Responsibilities

• Own end-to-end quality control of ML-extracted financial data and analytics outputs by reconciling results against source documents, client historical data, and financial logic, identifying root causes of discrepancies, and driving measurable improvements in extraction accuracy and analytical reliability.
• Develop structured product insights from quality control findings, client feedback, and market research, and collaborate closely with engineering to design, test, and enhance features, validation frameworks, and quality assurance tooling.
• Lead client onboarding by standardizing data ingestion, organizing financial datasets for scalable use, and ensuring smooth implementation that supports long-term engagement and agentic analytics workflows.
• Evaluate investment metrics and perform high-level financial analyses to benchmark outputs, validate assumptions, and recommend enhancements to calculation logic and performance methodologies.
• Design, document, and continuously refine the Operations Playbook, including onboarding procedures, QC standards, tool usage instructions, and escalation protocols to ensure repeatable and scalable execution.
• Collaborate cross-functionally to translate business needs into clear technical requirements, acting as the bridge between Operations, Product, Engineering, and Clients to strengthen product-market fit and competitive advantage.

Minimum Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Business Analytics, or a related field.
• 1–2 years of experience in finance, analytics, consulting, investment operations, or a related analytical role.
• Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and ability to analyze and reconcile financial data.
• Strong analytical and problem-solving skills with high attention to detail.
• Proficiency in Excel and working knowledge of SQL for querying and validating structured data.
• Ability to clearly document findings and communicate issues in a structured, actionable manner.

Nice to Have

• Background in Investment Banking, Consulting, Private Equity, Venture Capital, or fintech.
• Experience performing data quality control, reconciliation, audit, or validation of financial or analytical outputs.
• Exposure to working with automated or ML-driven data systems.
• Experience collaborating with engineering or product teams to translate business needs into technical requirements.
• Experience building process documentation, SOPs, or operational playbooks in a fast-paced environment.

What We Offer

• Fully remote work (within North America) or hybrid NYC — your choice.
• Competitive compensation.
• Opportunity to work with state-of-the-art AI technologies in the private markets and high finance industry.
• Collaborative, fast-moving, and growth-focused work environment.
• Compensation Range: $70,000 – $105,000 USD (commensurate with experience).