Investment Operations Analyst

Overview

This role is for an immediate start. The organization is seeking an Investment Operations Analyst to join its team. The Analyst will work closely with firm leadership and take part in day-to-day investment operations and the broader investment lifecycle, including platform operations, member experience and relations, reporting, and education. The position will also provide opportunities for direct exposure to leading private market managers, along with involvement in special projects such as new investment product launches under senior leadership.

Responsibilities

• Monitor existing investments and assist in preparation of investor-facing materials, including quarterly reporting and investment activity.
• Support creation and management of special purpose vehicles (SPVs) and other investment vehicles as needed.
• Contribute to development and management of investment products, including fund of funds and Private Placement Life Insurance funds.
• Support the Investor Relations team in providing best-in-class client support, including thorough, timely, and thoughtful responses to investor inquiries.
• Develop deep knowledge of the organization’s current and future institutional-quality private investments.
• Collaborate with engineering, product, and design teams to improve investors’ online digital experience.
• Support ongoing improvement of the investor experience, including investment offering materials, client onboarding, and educational content.
• Support investment operations, including completing subscription documents, forecasting capital calls, and tracking investor commitments and wire activity.
• Assist in improving internal business and investment processes and support other functions as necessary (fundraising, operations, legal), including new investment product launches and key initiatives.

Requirements

• 2–5 years of experience in private markets, ideally within asset management, RIA, family office, endowment, fund of funds, or similar investment organizations.
• Bachelor’s degree in finance, accounting, or related field.
• Excellent written communication skills, including the ability to distill complex investment content for both internal and external materials.
• Proven experience in investor relations or operations within private equity or financial services.
• Experience or interest in working on client-facing online/digital investment products.
• High proficiency with data management and productivity tools such as Excel, Airtable, Claude, Hubspot, and DocuSign, and willingness to learn and adopt new technologies.
• Process-oriented mindset and desire to contribute to continuous improvement at an institutional-caliber investment organization.
• Team player able to work independently with strong project management skills.
• Strong attention to detail.
• Familiarity with SPV and feeder fund structures is highly desirable.
• Experience working with Very High Net Worth individuals is beneficial.

Compensation & Benefits

• Salary: Competitive annual salary commensurate with experience, proven track record, specific scope of the role, and location. Target full comp package of $90,000 base salary + performance-based bonus and equity.
• Benefits:
  • 401K (with employer match)
  • Performance-based cash bonus
  • Stock options
  • Medical, dental, and vision health insurance plans
  • Unlimited PTO
  • Internet/phone reimbursement

Location

Remote role anywhere in the United States.

• Open to US citizens and non-citizens with US work authorization.

Equal Opportunity Employment

The organization is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.