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A single family office is hiring an Investment Operations Analyst to run the operations infrastructure supporting the family's portfolio across public and private investments. The role spans investment accounting, performance reporting, data governance, systems implementation and coordination with external partners. Suits someone with 4–6 years in investment operations, alternative-investment exposure, and hands‑on experience with portfolio systems such as Addepar or Masttro. Hybrid, three days a week in the New York office. The role supports the investment operations infrastructure that underpins the family's portfolio across public and private investments. Key responsibilities include investment accounting, performance reporting, data governance, systems implementation, and coordination with external partners.
Required qualifications:
  • 4–6 years in investment operations
  • Bachelor's degree in Accounting, Finance or a related field
  • Experience with alternative investments
  • Proficiency with portfolio systems such as Addepar or Masttro
  • Advanced Excel skills
  • Demonstrated proficiency with AI tools
The posting stresses a high degree of discretion, accountability and attention to detail, plus genuine enthusiasm for exploring and implementing new technologies. Hybrid schedule: three days per week in the New York office.
Compensation: $150,000–$175,000 per year.

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Level

Senior L5

Salary

$150,000 per year

Location

New York, NY

Occupation

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Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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