Investment Operations Analyst, Single Family Office, New York
simple apsNew York, NY
$150,000 per year
APPLY (opens in a new tab)Investment Operations Analyst, Single Family Office, New York
simple apsNew York, NYSenior L5
$150,000 per year
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)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
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
2 days ago