Associate, Investor Operations

RESPONSIBILITIES:

Coordinate day-to-day operational activities in support of fund operations and internal teams across the organization.

Serve as a primary point of contact for internal operational requests, ensuring timely and accurate follow-through.

Support core operational processes, including data management, reconciliations, reporting, and documentation.

Partner with cross functional internal stakeholders (e.g., Fund Accounting, Legal, Compliance, Tax) and external vendors to execute operational workflows.

Track, manage, and prioritize incoming requests to ensure service levels and deadlines are met.

Maintain accurate records, files, and operational documentation in accordance with internal policies and procedures.

Identify process gaps or inefficiencies and recommend improvements to enhance operational effectiveness.

Assist with the preparation of internal reports, summaries, and operational metrics.

Support audits, reviews, or periodic reporting requests by gathering and validating required information.

Ensure operational activities are performed in accordance with internal controls and compliance requirements.

Take ownership of recurring operational processes with minimal supervision.

Document procedures for processes and review on a recurring basis.

Support system enhancements, testing, or data clean‑up initiatives.

Assist with onboarding or training of new team members as needed.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

Bachelor’s degree or equivalent practical experience.

2+ years relevant experience in an operations, administrative, or coordination role, preferably within financial services or a regulated environment.

FINRA licensed is a plus.

ABOUT YOU:

Communication Skills Requirements

Ability to read, analyze and interpret complex documents

Strong organizational skills with the ability to manage multiple tasks, priorities, and deadlines.

Demonstrated ability to provide high-quality service and support to internal stakeholders.

Clear, professional written and verbal communication skills.

High attention to detail and accuracy, with a strong sense of ownership and follow-through.

Ability to effectively interact with both internal and external parties on complicated topics and sensitive matters.

Technical Skill Requirements

Demonstrated competence with Microsoft Office including Outlook, Excel, PowerPoint, Word, SharePoint and Teams.

Preferred experience with Salesforce, Intralinks and Monday.com.

Mathematical Skill Requirements

Ability to analyze reporting metrics and spot variables.

Ability to comprehend general economic data and statistics.

Reasoning Skill Requirements

Ability to define problems, collect data, establish facts and draw valid conclusions.

Ability to prioritize varying requests and manage a variety of responsibilities.

Ability to work with confidentiality when needed.