Operations Manager

Company Description is a Houston-based private equity firm, founded in 2016, that provides access to opportunistic investments in real estate, oil & gas and other alternative asset classes. The firm manages more than $400M in assets across 20 managed investments for 436 investors in 31 states.

Role

Description:

We are hiring an Operations Manager who reports jointly to the Chief Operating Officer and Head of Investor Relations. The role partners with our team to deliver a polished, responsive experience for our investors, while also helping run firm operations for our 15-person Houston office.

The ideal candidate is a clear, confident communicator who already uses AI tools to work faster and smarter. You will be proactive, detail-oriented, discreet, and comfortable managing many priorities  role offers exposure across operations, investor relations, finance and marketing, with a path for professional growth.

• Location:
  
  Onsite in Houston, TX 77055
• Reports to:
  
  Chief Operating Officer and Head of Investor Relations

• Support the Head of Investor Relations with investor communications, updates and meeting preparation.
• Help prepare investor-facing materials, presentations and reports with accuracy and a professional finish.
• Coordinate fundraising trips, including scheduling investor meetings, travel and logistics.
• Maintain accurate, organized investor records, documents and files.
• Respond promptly and professionally to investor inquiries, routing them to the right team member.
• Manage the investor portal, including investor records, quarterly report and document uploads, and investor access support.
• Coordinate investor onboarding and subscriptions, including subscription documents, accreditation verification and workflows.
• Help coordinate capital call and distribution notices, and field investor questions during K-1 tax season.
• Support quarterly reporting and the annual audit by gathering materials and tracking deadlines with accountants and auditors.
• Respond to investor due diligence requests, maintain the data room, and track fundraising prospects and follow-ups.
• Serve as a liaison with portfolio and operating companies for board meetings, reporting and investor updates.

• Oversee smooth day-to-day operations for a 15-person team and serve as the point of contact for all office-related questions and issues.
• Maintain inter-office systems, software, IT, equipment, supplies and mail.
• Make sure established processes are followed, review them regularly, and recommend improvements.
• Adopt new software features as they are released to raise productivity and efficiency.
• Coordinate investor and office events, meetings and conferences.
• Screen and manage incoming calls, emails, correspondence and visitors.
• Support the firm's compliance program as an SEC-registered investment adviser, including recordkeeping, the compliance calendar and routing marketing materials for review.

• Provide comprehensive administrative support to the COO, Head of Investor Relations and executive team.
• Assist with project management across portfolio companies, real estate and investment projects.
• Prepare, edit and organize materials for meetings, presentations and reports.
• Cross-train in and cover multiple departmental roles as needed, occasionally including evenings and weekends.

• Use AI tools such as Claude, ChatGPT and Microsoft Copilot daily to draft, summarize, research, analyze and organize work.
• Find opportunities to automate or streamline repetitive tasks and workflows across the office and investor relations.
• Write clear, effective prompts and critically review AI output for accuracy, tone and confidentiality before it is used.
• Stay current on new AI tools and help teammates adopt them responsibly.

• Write polished, concise emails, memos, investor updates and reports that reflect the firm's professionalism.
• Communicate confidently by phone, video and in person with executives, investors, portfolio companies and vendors.
• Translate complex information into clear, accurate summaries for different audiences.
• Keep the COO and Head of Investor Relations informed, flagging issues early and following through on commitments.

• Bachelor's degree from a four-year college or university is required.
• Experience in investor relations, fund operations, financial services or a client-facing operations role; private…