Operations Associate

Overview

• Join a dynamic private credit investment firm with $400M AUM, delivering strategic capital to real estate sponsors and business operators.
• Play a key role in executing investment operations, fund administration, and building scalable internal systems.
• Work in a fast-growing, entrepreneurial environment that values innovation, efficiency, and excellence.
• Enjoy a hybrid work arrangement with flexibility for Fridays in the summer.
• Contribute to a firm known for its agility, sharp execution, and strong investor alignment.
• Benefit from a performance-based bonus structure and a supportive team culture.
• Enhance your career by scaling processes in a growing investment firm.
• Work at a prestigious location in New York City, Rockefeller Plaza.

Key Responsibilities & Duties

• Initiate and manage monthly investor distributions and fund flows, ensuring accuracy and timeliness.
• Prepare and circulate loan servicing statements to borrowers, maintaining clear communication.
• Review and process construction loan draws and capital calls with precision.
• Maintain and optimize internal systems, including CRM, document storage, and reporting dashboards.
• Coordinate investor subscriptions and compliance documentation, ensuring regulatory adherence.
• Manage capitalization tables across multiple investment vehicles with attention to detail.
• Assist in investor reporting, annual fund audits, and operational processes to support firm growth.
• Liaise with legal, accounting, and third-party vendors to streamline operations.
• Identify opportunities to enhance workflows and automate key processes for efficiency.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in finance, business, or related fields.
• 2–6 years of experience in finance, real estate, or fund operations preferred.
• Strong proficiency in Excel and familiarity with CRM and project management tools.
• Exceptional organizational and communication skills to manage complex operational tasks.
• Detail-oriented with a systems-builder mentality to scale processes effectively.
• Comfortable working in a fast-paced, entrepreneurial environment with a focus on innovation.
• Interest in scaling processes within a growing investment firm for long-term success.
• Ability to work on-site in New York City with hybrid flexibility.