Operations

Overview

• Lead operational processes for a consumer-focused investment firm with over $2B in AUM.
• Manage investor documentation, including subscription agreements and transfer documents.
• Oversee compliance tasks such as KYC processes and regulatory adherence.
• Respond to investor due diligence inquiries and ad hoc requests efficiently.
• Streamline internal processes in collaboration with the fund administrator.
• Maintain and manage access to investor portals and databases.
• Support portfolio operations and ensure seamless communication with LPs.
• Contribute to the firm's growth by optimizing operational workflows.

Key Responsibilities & Duties

• Prepare and manage investor documentation, ensuring accuracy and compliance.
• Handle KYC processes and other compliance-related tasks effectively.
• Respond promptly to investor inquiries and due diligence requests.
• Maintain and update investor portal access and database records.
• Collaborate with fund administrators to improve internal processes.
• Support portfolio management and communication with LPs.
• Ensure operational workflows align with organizational goals.
• Provide administrative support for investment activities and compliance.

Job Requirements

• Bachelor of Arts (BA) degree required, preferably in business or finance.
• Minimum 3 years of experience in operations or investment management.
• Preferred 5 years of experience in a senior-level operational role.
• Strong knowledge of compliance processes, including KYC and regulatory standards.
• Proficiency in managing investor documentation and portals.
• Ability to streamline workflows and improve operational efficiency.
• Excellent communication skills for liaising with investors and LPs.
• Experience in remote work environments and collaborative tools.