Investor Services – Family Office

Overview

• Join a dynamic investment operations team supporting ultra-high net worth families.
• Contribute to managing diversified portfolios including cash, fixed income, and stock investments.
• Collaborate with fund administrators, custodians, and service providers to ensure seamless operations.
• Drive process improvements and maintain high standards of documentation and communication.
• Support onboarding and offboarding of investment managers and strategies.
• Ensure compliance with legal and AML processes related to investments.
• Participate in tax-related processes, including tax-loss harvesting and documentation distribution.
• Work in a hybrid environment with flexibility in office days.

Key Responsibilities & Duties

• Manage and distribute investment documentation and communications to stakeholders.
• Reconcile investment statements and ensure accurate archiving.
• Support the investment team in calendar management and meeting registrations.
• Track updates related to investments, including amendments and elections.
• Ensure compliance with confidentiality agreements and security protocols.
• Provide operational support for ad-hoc investment initiatives.
• Collaborate closely with a small team to achieve operational goals.
• Facilitate onboarding and offboarding processes for investment managers.

Job Requirements

• Bachelor’s degree in a relevant field is required.
• Minimum of 2 years of experience in investment operations or related roles.
• Proficiency in Microsoft Office, particularly Word, Excel, and Adobe.
• Strong organizational skills and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• High ethical standards and commitment to confidentiality.
• Experience in finance and investment operations is preferred.
• Legally authorized to work in the United States.