Job Description

Operations Associate

Growing investment management firm and multi-family office is seeking an Operations Associate to join its Investment Operations team. This individual will play a critical role in supporting the day-to-day operational functions of the investment process, including documentation management, custodian coordination, data tracking, and compliance-related activities. This is an excellent opportunity for a motivated professional to contribute to a high-performing team in a dynamic and fast-paced environment.

Responsibilities:

• Manage and organize investment-related documentation, ensuring timely distribution to relevant stakeholders
• Liaise with custodians, fund administrators, and service providers to ensure seamless operations
• Track, reconcile, and archive account statements and investment communications
• Support the onboarding and offboarding of investment managers and strategies
• Assist with compliance and legal processes related to investment activities (e.g., AML, documentation, tax forms)
• Maintain calendars and coordinate meetings or calls with investment managers
• Track updates on investment-related changes (e.g., amendments, elections, notices)
• Reconcile documentation across digital and physical formats to ensure accuracy and consistency
• Provide support for tax reporting and year-end investment processes
• Assist with various operational projects and contribute to process improvements across the team

Qualifications:

• Bachelor’s degree in a related field
• 2+ years of professional experience in financial services, operations, or related field
• Strong proficiency with Microsoft Office, especially Excel, Word, and Adobe
• Exceptional organizational skills and attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple priorities in a fast-paced environment
• Team-oriented with a proactive and self-starting approach
• High ethical standards and respect for confidentiality
• Prior experience in investment management, family office, or wealth management operations
• Familiarity with private investments, custodial platforms, or compliance documentation is a plus

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