Open to opportunities

tristan koller

@tristankoller

Message

I am an operations leader optimizing equity plan services with automation.

Spain

Message

What I'm looking for

I seek a client-operations or product-operations role in equity plan management where I can lead teams, scale processes with automation and data, and drive customer satisfaction in a collaborative, growth-oriented company.

I lead client operations for equity plan management across the UK & Ireland, managing a portfolio of 30+ clients and leading a team of six analysts to 95% SLA compliance and 0% turnover. I drove process optimizations—developing reusable documentation that cut onboarding time and human error by 35%, building a 36-month Jira capacity heat map, and streamlining workflows that freed up to 10% analyst capacity.

I directed adoption of an internal LLM, training 20+ analysts in prompt engineering and integrating automations via Alteryx, and my earlier roles at J.P. Morgan and Ualá included RCA (reducing incidents 25%), automation (0.5 FTE saved) and interim product ownership for GTM launches. I hold a Master’s in International Management (EADA) and work with Python, SQL, Jira/Confluence, Alteryx and Make.com to scale operations through data-driven automation in collaborative teams.

Experience

Work history, roles, and key accomplishments

Associate, Client Operations

J.P. Morgan

Jan 2023 - Jan 2025 (2 years)

Led end-to-end service delivery for 30+ UK & Ireland corporate equity plan clients on a SaaS platform; managed a team of 6 analysts achieving 95% SLA compliance and 0% turnover while implementing Alteryx automations and an internal LLM to free 10% analyst capacity and reduce onboarding errors by 35%.

Equity Management Client Management Team Leadership Alteryx Prompt Engineering Process Optimization Jira SLA Management

Analyst, Client Operations

J.P. Morgan

Jan 2021 - Jan 2023 (2 years)

Enabled EMEA regional growth by tailoring equity plan operations to local requirements, creating performance dashboards, and liaising between clients and internal teams; conducted RCAs that reduced incident volume by 25% and supported automation efforts saving 0.5 FTE annually.

Process Improvement Root Cause Analysis Dashboards Stakeholder Management Automation)Jira Confluence Client Engagement

Jr. Operations Analyst

Ualá Digital Bank

Jan 2018 - Jan 2020 (2 years)

Served as Jr. Operations Analyst and interim Product Owner, automating multi-source reporting workflows for Finance and Ops and delivering the launch strategy for Ualá's Mexico expansion in 2020.

Product Ownership Data Integration SQL Python Process Automation Go To Market

Sr. Operations Analyst

Ualá Digital Bank

Owned investment product operations, built and maintained internal documentation to improve transparency and team efficiency, and coordinated go-to-market activities with product and marketing to align operations with commercial strategy.

Investment Operations Documentation Reporting