---
title: 'Integration & Operations Technology Specialist at Basic Capital'
canonical: 'https://feeny.ai/job/integration-operations-technology-specialist-basic-capital-new-york-1t5xy6t0q2n6'
type: 'job'
last_seen: '2026-09-11'
---

# Integration & Operations Technology Specialist at Basic Capital

- **Company:** Basic Capital
- **Location:** New York, NY
- **Compensation:** $160k–$190k
- **Employment:** full-time
- **Posted:** 2026-07-18
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/basiccapital/6ee07e03-9717-42f0-b4e5-f8c612b90f57

## Job description

## About Basic Capital

Basic Capital is building the Robinhood of 401(k)s — a modern retirement platform that gives everyday workers access to the full investment universe, including stocks, crypto, private equity, and venture capital, alongside a first-of-its-kind “Retirement Mortgage” product that enables leveraged investing. We are operating in a $10T market that has seen little innovation in over 40 years. Since launching just over a year ago, we’ve achieved 30% month-over-month growth, scaled rapidly. Our investors include Bill Ackman, Lux Capital, Forerunner Ventures (Kirsten Green), Henry Kravis, SV Angel, and Ron Conway — a group that reflects conviction in building a category-defining financial platform. Our team includes talent from Goldman Sachs, Robinhood, Stripe, Uber, and top universities. Based in Tribeca, NYC, we are a high-intensity, high-performance team committed to reshaping retirement and expanding access to wealth.

## About the Role

Basic Capital is hiring an Integration & Operations Technology Specialist to bring institutional-grade operating discipline to a company scaling as fast as we are. This is an execution role at the intersection of operations, technology, and M&A integration. As the business grows — organically, through new partnerships, and through acquisitions — this person will be responsible for bringing new systems, vendors, and processes onto a single, well-run platform: consolidating redundant infrastructure, standardizing operations, and modernizing how the business runs technologically. Because Basic Capital is a retirement platform, familiarity with the workflows, tools, and vendors used in retirement or wealth management — recordkeeping systems, custodians, TPAs, plan administration software, advisor CRM/portfolio tools — is a strong plus. That said, we’re casting a wide net: strong operators from professional services more broadly are a great fit too. This is a hands-on seat for someone who has led this kind of work before, whether as an operator inside a growing company or as the consultant brought in to run it, and who wants to own the outcome directly.

## What You’ll Do

- Lead integration efforts following acquisitions, partnerships, or new system rollouts — consolidating platforms, vendors, and processes into a single operating model.
- Audit and rationalize vendor contracts, software subscriptions, and back-office tools to eliminate redundancy and reduce cost.
- Consolidate and standardize core systems — payroll, HRIS, ERP — as the company scales and integrates new business lines.
- Identify manual or redundant processes and lead the transition to more automated, technology-enabled workflows.
- Partner with engineering and operations leadership to evaluate and implement technology that reduces manual work, from scoping through rollout.
- Build repeatable playbooks so integration and process improvements become standing infrastructure rather than one-off fixes.
- Manage multiple workstreams concurrently across the operations organization.

## Who You Are

- Background in professional services broadly — consulting, financial services operations, or a fast-scaling company that has grown through acquisition — with direct experience leading post-transaction integration: systems consolidation, vendor rationalization, and process standardization.
- Extra credit for experience inside the retirement or wealth management industry — a recordkeeper, TPA, custodian, or advisor/wealth platform — with firsthand knowledge of the operational and technology landscape of financial services.
- Well versed across technology, operations, and M&A integration — comfortable evaluating systems, vendors, and processes and driving change across all three.
- Comfortable owning ambiguous, cross-functional problems end-to-end, with strong attention to detail and follow-through.
- Clear, professional communicator who can translate technical and operational issues for both internal and external stakeholders.
- NYC-based or willing to relocate. In-person role in Tribeca.

## What We’re Looking For

## Requirements

- 4+ years of experience in operations, technology, or M&A integration — at a professional services firm, consulting practice, or fast-scaling company that has grown through acquisition.
- Direct, hands-on experience with post-transaction integration: systems consolidation, vendor and contract rationalization, payroll/HRIS/ERP standardization.
- Comfortable owning ambiguous, cross-functional problems end-to-end without a large team beneath you. Bonus Points
- Experience inside the retirement or wealth management industry — at a recordkeeper, TPA, custodian, or advisor/wealth platform such as Ascensus.
- Experience evaluating or implementing technology solutions that reduce manual work across operations.
- Top-tier consulting background (MBB, private equity operating teams, or similar).

## About Basic Capital

## Company Overview
- **One-liner**: Basic Capital provides a modern, technology-driven 401(k) platform that uses leverage, private credit, and a "Retirement Mortgage" to give employees more investing power.
- **Entity Type**: Private (Post-Series A)
- **Headquarters**: New York, New York, United States
- **Founded**: 2021
- **Founders**: Abdul Al-Asaad (CEO), Anjan Karanam (CTO)

## Core Business
- **Primary industry**: Financial Services (Fintech, Retirement & Wealth Management)
- **Target customers**: B2B (Employers seeking a high-quality retirement plan for their workforce) and B2C (Employees saving for retirement).
- **Mission or purpose statement**: To build a modern 401(k) that gives employees more capital to invest and build wealth, moving beyond traditional savings plans.

## Products & Services
- **Basic Capital 401(k) Platform**: A fully bundled or modular SaaS platform that handles recordkeeping, administration, and optional advisory (3(21) or 3(38)). Differentiators include real-time compliance testing, a mobile-first interface, and open architecture with 6,000+ investment options.
- **Retirement Mortgage**: A proprietary feature allowing employees to access long-term financing within their 401(k) to increase their investing power (e.g., invest up to 100% in S&P 500) with no margin calls or personal recourse. The cost of financing varies.
- **Mega Backdoor Roth**: The platform automatically maximizes employee contributions through after-tax dollars, pushing the annual deferral limit up to $72,000.
- **Compliance Monitoring**: Real-time tracking and agent-assisted compliance solutions to help fast-growing companies avoid failing annual tests.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Total Funding: $25 Million (Series A, closed August 2025).
- **Notable Investors/Partners**: Lux Capital and Forerunner (co-led Series A); Bill Ackman (first investor in 2021).
- **Growth Signals**:
    - **Headcount Growth**: +7.5% monthly employee growth. Currently 22 employees.
    - **Recent Funding**: $25M Series A in August 2025, signaling strong investor confidence in their audacious model.
    - **Press Coverage**: Featured in Bloomberg for their unique use of leverage and private credit in retirement plans.
    - **High Engagement**: 80% of issues resolved within 24 hours; average response time of 25 minutes.

## Competitive Advantages
- **First-of-its-kind leverage**: Pioneered the "Retirement Mortgage," allowing employees to use financing for long-term investing, a feature unheard of in traditional 401(k) plans.
- **High-touch, fast support**: Average response time of 25 minutes and 80% issue resolution within 24 hours, far exceeding industry norms.
- **Real-time compliance**: Proactive, data-driven compliance testing prevents plan failure for high-growth companies.
- **Full architectural freedom**: Open architecture with 6,000+ options plus a brokerage window, combined with a mobile-first user experience designed for modern employees.
- **Product-led growth**: A slick, user-centric product designed to drive adoption without requiring a large sales force.

## Strategic Focus
- **Scaling the platform**: With the $25M Series A, Basic Capital is focused on hiring and expanding its employer base, particularly among fast-growing companies.
- **Continued innovation**: Further development of the Retirement Mortgage and private investment options to differentiate from legacy providers.
- **Building an elite team**: The company culture is explicitly designed to attract "builders" and "high-agency" individuals, emphasizing shipping products and solving hard problems.

## Why Work Here
- **Culture**: High-agency, builder-oriented, and mission-driven. The team operates with a "player-coach" model and no middle management. Core values include "Iterate to greatness," "Real artists ship," and "Stewardship."
- **Work Model**: Primarily in-office based in New York City (HQ) with a strong emphasis on in-person collaboration (likely 5 days/week given the culture).
- **Engineering Culture**: Technical team uses Java, Ruby, TypeScript, Kotlin, Python, and React. CTO Anjan Karanam is hands-on. The company describes itself as "elite problem solvers" focused on important problems.
- **Growth**: High employee growth rate suggests rapid expansion and early-career impact opportunities. The team is currently small (~22 people), so every role has outsized impact.
- **Perks & Benefits**: A top-tier 401(k) plan (Mega Backdoor Roth, Leverage) that employees can actually use; fast operational support; and a sense of building something radically new in a staid industry.

## Sources
1. [Basic Capital Website](https://basiccapital.com/)
2. [Basic Capital Careers Page](https://basiccapital.com/careers)
3. [Basic Capital LinkedIn](https://www.linkedin.com/company/basic-capital)
4. [Bloomberg - 401(k) Investing: Basic Capital Brings Leverage, Private Credit to Savers](https://www.bloomberg.com/news/articles/2025-05-12/401-k-investing-basic-capital-brings-leverage-private-credit-to-savers)
5. [Crunchbase (via LinkedIn) - Basic Capital Profile](https://www.linkedin.com/company/basic-capital)
6. [Business Wire - Basic Capital Closes $25 Million Series A](https://www.businesswire.com/news/home/20250818005007/en/Basic-Capital-Closes-25-Million-Series-A-Funding-Round-Led-by-Forerunner-and-Lux-Capital)

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