Investor Services – Family Office

Overview

• Join a leading financial services firm specializing in family office operations and investment management.
• Support ultra-high net worth families with tailored investment strategies and portfolio management.
• Collaborate with a dedicated team to ensure seamless operational processes and compliance.
• Drive process improvements to enhance efficiency and maintain high documentation standards.
• Contribute to onboarding and offboarding investment managers and strategies effectively.
• Participate in tax-related processes, including tax-loss harvesting and documentation distribution.
• Enjoy a hybrid work environment offering flexibility and collaboration opportunities.

Key Responsibilities & Duties

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

Job Requirements

• Bachelor’s degree in a relevant field is required, preferably in finance or business.
• Minimum of 2 years of experience in investment operations or related roles.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Adobe.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Excellent written and verbal communication skills for stakeholder engagement.
• High ethical standards and commitment to confidentiality in all operations.
• Experience in finance and investment operations is preferred for this role.
• Legally authorized to work in the United States without sponsorship.