Senior Business Operations, Investment Operations Specialist

This is a fully remote position, open to applicants in Latin America.

📋 Description

• Oversee daily business operations across various teams

• Manage leadership schedules, meetings, and cross-departmental initiatives

• Assist in weekly operational reviews and quarterly business planning

• Create and enhance operational playbooks, documentation, and reporting

• Supervise vendors, subscriptions, and internal business systems

• Handle recruiting coordination, interview scheduling, onboarding, and offboarding

• Maintain HR records and provide support for people operations

• Contribute to the development of a collaborative and engaging remote culture

• Manage communications with investors and coordinate meetings

• Prepare materials for leadership and logistics for board meetings

• Arrange executive travel and oversee strategic initiatives

• Monitor priorities and ensure timely follow-up on leadership projects

• Assist with expense management, invoices, reimbursements, payroll coordination, and financial administration

• Support fund operations, investor onboarding, subscriptions, redemptions, transfers, and administrative activities

• Review fund reporting and NAV details prior to leadership approval

• Aid in capital calls, distributions, fee calculations, and investor reporting

• Assist with the launch of new funds and operational setup

• Collaborate with external fund administrators and internal finance teams

• Become the go-to expert on operational systems

• Identify opportunities for workflow improvements through AI and automation

• Develop AI-powered workflows, automations, and agents

• Evaluate operational enhancements through efficiency gains and scalability

• Support outbound sales initiatives and communication campaigns

• Assist with CRM management and business development operations

⛳️ Requirements

• C2 / Near-native proficiency in English, both written and spoken

• Over 8 years of experience in Business Operations, Operations, Chief of Staff, Finance Operations, Fund Operations, or similar cross-functional roles

• Prior experience in a fast-paced startup environment

• Strong grasp of accounting principles, including P&L, Balance Sheet, and Cash Flow

• Experience supporting finance operations and business processes

• Outstanding organizational, communication, and project management abilities

• Strong systems thinking complemented by a continuous improvement mindset

• Practical experience with AI tools and workflow automation

• High level of ownership and discretion

• Capability to manage confidential information

• Comfortable collaborating directly with founders and executive leadership

• Preferred experience in investment management, asset management, capital markets, hedge funds, private equity, venture capital, wealth management, family offices, or fund administration

• Preferred experience in reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting

• Preferred experience in accounting, financial operations, or controller support

• Preferred experience in building automations using Zapier, Make, AI agents, or similar platforms

• Preferred background in recruiting, HR, or People Operations

• Must have availability that overlaps with U.S. Eastern business hours

• CV/resume must be submitted in English

🏝️ Benefits

• Competitive compensation paid in USD

• Fully remote work opportunity

• Direct collaboration with founders and executive leadership

• High-impact role with substantial ownership

• Opportunity to contribute to the growth and scaling of an innovative investment management platform

• AI-first, technology-driven work environment

• Long-term career advancement within a rapidly growing company