Associate, Investor Operations

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

• Bachelors 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.

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 .

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.