Senior Business Operations & Investment Operations Specialist

Senior Business Operations & Investment Operations Specialist

We are seeking an experienced Senior Business Operations & Investment Operations Specialist to become the operational backbone of a rapidly growing investment management firm. This is a highly cross-functional role supporting business operations, recruiting, people operations, executive support, investor relations, finance, fund operations, and AI-driven process automation.

The ideal candidate is an experienced operator who thrives in fast-paced startup environments, enjoys building scalable systems, and has a strong understanding of finance, accounting, and investment operations. Rather than simply maintaining processes, you'll continuously improve them through automation and AI while supporting critical business and fund operations.

• Coordinate daily business operations across multiple teams.
• Manage leadership calendars, meetings, and cross-functional initiatives.
• Support weekly operational reviews and quarterly business planning.
• Develop and improve operational playbooks, documentation, and reporting.
• Manage vendors, subscriptions, and internal business systems.

• Own recruiting coordination, interview scheduling, onboarding, and offboarding.
• Maintain HR records and support people operations.
• Help foster a collaborative and engaging remote culture.

• Manage investor communications and coordinate meetings.
• Prepare leadership materials and board meeting logistics.
• Coordinate executive travel and strategic initiatives.
• Track priorities and ensure timely follow-up across leadership projects.

• Support company expense management, invoices, reimbursements, payroll coordination, and financial administration.
• Assist with fund operations, including investor onboarding, subscriptions, redemptions, transfers, and fund administration activities.
• Review fund reporting and NAV information before leadership approval.
• Support capital calls, distributions, fee calculations, and investor reporting.
• Assist with new fund launches and operational setup.
• Coordinate with external fund administrators and internal finance teams.

• Become the internal expert on the company's operational systems.
• Continuously identify opportunities to improve workflows through AI and automation.
• Build AI-powered workflows, automations, and agents that eliminate manual work.
• Measure operational improvements through efficiency gains and scalability.

• Support outbound sales initiatives and communication campaigns.
• Assist with CRM management and business development operations.

• C2 / Near-native English proficiency.
• 8+ years of experience in Business Operations, Operations, Chief of Staff, Finance Operations, Fund Operations, or similar cross-functional roles.
• Previous experience working in a fast-paced startup environment.
• Strong understanding of accounting principles, including P&L, Balance Sheet, and Cash Flow.
• Experience supporting finance operations and business processes.
• Exceptional organizational, communication, and project management skills.
• Strong systems thinking with a continuous improvement mindset.
• Hands-on experience using AI tools and workflow automation.
• High level of ownership, discretion, and ability to manage confidential information.
• Comfortable working directly with founders and executive leadership.

• Experience in investment management, asset management, capital markets, hedge funds, private equity, venture capital, wealth management, family offices, or fund administration.
• Experience reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting.
• Experience with accounting, financial operations, or controller support.
• Experience building automations using Zapier, Make, AI agents, or similar platforms.
• Recruiting, HR, or People Operations experience.

• Google Workspace
• Slack
• Notion
• Hub Spot
• Linear
• Ashby
• Ramp
• Fund Administration Platforms
• Claude AI
• Codex
• Modern AI & Automation Platforms

• Competitive compensation paid in USD.
• Fully remote opportunity.
• Work directly with founders and executive leadership.
• High-impact role with significant ownership.
• Opportunity to help build and scale an innovative investment management platform.
• AI-first, technology-driven environment.
• Long-term career growth within a fast-growing company.

• Please submit your resume in English.
• Candidates with experience in investment management, fund operations, accounting, asset management, capital markets, or financial services are strongly encouraged to apply.
• This is a remote/telecommute position.