Operations Manager

Overview

• Manage investment operations for a family office, ensuring efficient processes and compliance.
• Collaborate with external service providers and internal teams to support strategic initiatives.
• Oversee investment performance reporting and data reconciliation using industry-standard tools.
• Coordinate generational wealth transfer, tax filings, and legal documentation.
• Lead onboarding processes for new investments and manage subscription documentation.
• Track capital calls, tax payments, vendor invoices, and fund distributions.
• Ensure compliance with KYC and AML requirements for partnerships.
• Foster a collaborative and proactive work environment within the family office.

Key Responsibilities & Duties

• Support strategic tasks across investment management, estate planning, and legal operations.
• Manage relationships with external service providers, including legal and accounting teams.
• Coordinate with private banks and advisors for wealth transfer and investment transactions.
• Oversee investment reporting and reconciliation using Addepar and Mirador systems.
• Aggregate and report family and office balance sheets in collaboration with accounting teams.
• Lead project management efforts, coordinating legal and accounting resources.
• Ensure compliance with KYC and AML regulations for new and existing partnerships.
• Manage onboarding processes for investments and oversee documentation execution.

Job Requirements

• Bachelor's degree required; advanced degree preferred.
• Minimum 5 years of operational experience in fund administration or family office.
• Proficiency in Addepar and Mirador systems is highly desirable.
• Strong attention to detail and ability to manage diverse responsibilities.
• Excellent communication skills, both written and verbal.
• Proactive team player with a professional demeanor.
• Ability to prioritize tasks and meet project timelines effectively.
• Verification of identity, education, and prior employment required.