Operations Associate

Overview

Bay Area Family Office seeks an Operations Associate to support the newly hired Head of Finance responsible for accounting, HR, and compliance, including GP & LP interests in a separate VC firm and operating company. The firm structure is complex and intricate with many investments and the Operations Associate needs to be a detailed person who can support the Head of Finance and provide white glove service to the principals’ and their families.

This will be a heavy investment operations focused role with the ability to take on more responsibilities, including accounting over time, but being a small family office this role will also own some administrative/general office duties as well.

The role will support day-to-day administrative, operational, and financial processes.

This role requires a flexible, nimble professional who can seamlessly shift between executive support, operations, and finance-related tasks. The position is critical to ensuring operational continuity, disciplined financial processes, and responsive support to the founders and leadership team in a fast-paced environment.

• Support day-to-day administrative, operational, and financial processes.
• Download investor statements from various portals and upload them to tax portals.
• Work onsite 3–4 days per week.
• Help organize and create processes alongside the Head of Finance.
• Provide white-glove service to principals and their families as part of the operations support.
• Assist with future responsibilities including accounting over time and related tasks as the role expands.

• 3+ years’ experience in an operations or accounting role at an investment firm.
• Excellent communications and interpersonal skills.
• Prior experience at an investment firm on the operations side is required.