Senior Operations Associate - Multi-Family Office
New York City-based multi-family office is seeking a Senior Operations Associate to support its Investment team. This individual will play a critical role in ensuring investment processes are executed, documented, and continuously improved. The role offers significant exposure across investment operations, compliance, and technology initiatives within a growing platform.
Responsibilities:
- Manage, organize, and distribute investment documentation and communications to internal and external stakeholders
- Serve as a point of contact with fund managers, administrators, custodians, legal counsel, and other service providers
- Oversee the collection, reconciliation, and archiving of investment statements and related materials
- Support onboarding and offboarding of investment managers and strategies
- Assist with legal documentation and AML processes related to investments
- Track investment updates, including LPA amendments, MFN elections, and other governance matters
- Reconcile physical and digital records to ensure data integrity and reduce duplication
- Support ESG and client reporting initiatives
- Assist with tax-related processes, including annual tax-loss harvesting
- Contribute to operational, technology, and process improvement initiatives
- Provide support to both the Investment and Compliance teams on ad hoc projects
Qualifications:
- Bachelor’s Degree in a related field
- 7–10+ years of experience in investment operations, preferably within a family office, asset management firm, or similar environment
- Familiarity with private equity, hedge funds, and alternative investment structures
- Strong proficiency in Microsoft Office (Excel, Word) and Adobe
- Exceptional organizational skills with the ability to manage large volumes of data and documentation
- Detail-oriented with strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Self-starter with the ability to work both independently and collaboratively in a small team environment
- High level of integrity, discretion, and professionalism
