Sr. Associate, Operations & Client Support

AboutInvestX

InvestXwas launched in 2014 with a mission to bring transparency and trust to the private equity market. We are a leading cross-border pre-IPO investor offering access to private equity deals that for many decades were exclusive to a limited investing population.

With over US$500 million in investments and 80 portfolio companies we work with leading North American registered firms to offer accredited investors private equity investment opportunities in companies including Open AI Anthropic SpaceX AirbnbSoFi SpotifyDocuSignand many more. We have successfully launched multiple SPVs (Special Purpose Vehicles) and diversified funds and are currently investing in our fifth fund.

InvestXis backed by leading financial institutions Jefferies Virtu Financial and Canaccord Genuity and has been featured in CNBC Forbes Bloomberg U.S. News Business Insider Reuters The Globe and Mail and many other publications.

About the Role

The Sr. Associate Operations & Client Support is a key role responsible for supporting Sales through investment operations and fund services. This position requires a balance of strategic oversight and hands-on operational excellence managing the full lifecycle of special purpose vehicle (SPV) & fund manufacturing vendor relationship management transaction closings investor communications/reporting continuous improvement of processes and enhancement of client experience.

The ideal candidate combines a deep understanding of investment operations with a client-first mindset process optimizationexpertise and the ability to communicateand manageeffectively across teams vendors and regulatory partners.

Key Responsibilities

• Manages the SPV/FundProcessand Related Relationships:Own theend-to-endSPV and fund lifecycle in partnership with Sales Finance Legal and Compliance. Manage timelines risksissueescalation and changes. Oversee US and Canadian fund administrators and related vendors.

• Manages Distributions:Lead post transaction distribution processes in collaboration with Finance.Ensureapprovals quality checks and reconciliations are completed. Manage cleartimelyinvestor communications for distribution events.

• Client & Partner Support:Serve as the primary contact for US and Canadian broker dealers custodians fund administrators vendors and internal teams. Ensure smoothcloses high service standards andtimelyissue resolution.

• Data Integrity & Reporting:Maintainaccurateinvestment and client data across systems and partners. Deliver reliable reporting including KPIs offering inventory and IGO/NIGO status. Partner with Sales to ensurereal timevisibility and prevent oversubscription.

• Salesforce:Serve as a Salesforce power user and administrator for investment operations building andmaintainingreports and dashboards managing data quality supporting workflow automation and enabling clear operational and sales reporting across teams.

• Governance & Compliance:Ensuresall transactions controls and reportingcomply withinternal policies regulatory standards and client agreements.

• Leadership: works collaboratively with a small team of 1.5 FTE investment operations associates and the broader Finance team (4) to ensureday-to-daypriorities are managed team members are cross-trained delivery of servicesareeffective andall deliverables areexecuted.

• Continuous Improvement:Identifiesinefficiencies in existingprocesses workflows andsystems and leads redesigns to improveserviceaccuracy speed and scalability.

Skills and Requirements

• Bachelors degree in Business Finance Accounting ora relatedfield.

• 5 years of experience working in Wealth Management andback-officeexperience.

• Knowledge of mutual fund/private fund/alternative products regulationspoliciesand procedures.

• Experience withDataphileand Salesforce.

• Exceptional written and verbal communication skills able to translate complex information into clear actionable insights.

• Proven prioritizing and multitasking skills to meet quick deadlines in a face-pacedenvironment.

• Collaborative team player who thrives in fast-paced cross-functional environments.

• Strong analytical mindset capable ofidentifyingrisk and proposing effective mitigation strategies.

• CanadianSecuritiesCourse (CSC) and Conduct & Practices Handbook (CPH) an asset securities licensed preferred.

• Eligibility to travel between the United States and Canada as.

• Criminal Record Check and Credit Check.

Salary & Benefits

• Actual salaries may vary based on factors such as skill experiencelocationand qualifications for therole.

• 2025 range is $90000 - $110000 CADplus incentive plan and equity.

• Comprehensive Health & Benefit plan
  
  

If this opportunity sounds like it is a good match with your skillsbackgroundand career direction please apply

through our Careers Page ( with your cover letter and resume.

InvestXwelcomes applications from all qualified candidates including women persons with disabilities aboriginal peoples indigenous peoples visible minorities race color religion sex sexual orientation gender identity or national origin. Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment you have any questions about this job
posting
please contact

Required Experience:

Senior IC