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.

• Organize leadership calendars, meetings, and cross-functional projects.

• Assist in weekly operational reviews and quarterly business strategy planning.

• Create and enhance operational playbooks, documentation, and reporting standards.

• Handle vendor management, subscriptions, and internal business systems.

• Lead recruiting efforts, interview scheduling, onboarding, and offboarding processes.

• Maintain HR documentation and support people operations initiatives.

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

• Manage communications with investors and coordinate related meetings.

• Prepare materials for leadership and logistics for board meetings.

• Arrange executive travel and manage strategic projects.

• Monitor priorities and ensure timely follow-ups on leadership projects.

• Assist in managing company expenses, invoices, reimbursements, payroll coordination, and financial administration.

• Support fund operations, including investor onboarding, subscriptions, redemptions, transfers, and fund administration tasks.

• Review fund reporting and NAV data 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 the company’s operational systems.

• Identify process improvement opportunities utilizing AI and automation.

• Develop AI-driven workflows, automations, and agents.

• Evaluate operational enhancements based on 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.

• 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 dynamic 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 with a focus on continuous improvement.

• Practical experience using AI tools and workflow automation.

• High level of ownership, discretion, and capability to handle confidential information.

• Comfortable collaborating directly with founders and executive leadership.

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

• Familiarity with reviewing NAVs, fund accounting, investor onboarding, subscriptions, redemptions, KYC/AML, capital calls, distributions, or fund reporting.

• Experience in accounting, financial operations, or controller support.

• Proficient in building automations using Zapier, Make, AI agents, or similar platforms.

• Experience in recruiting, HR, or People Operations.

• Proficiency or experience with Google Workspace, Slack, Notion, HubSpot, Linear, Ashby, Ramp, fund administration platforms, Claude AI, Codex, and contemporary AI and automation tools.

• Must submit CV/resume in English.

🏝️ Benefits

• Competitive compensation paid in USD.

• Fully remote position.

• Work closely with founders and executive leadership.

• High-impact role with substantial ownership.

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

• AI-first, technology-focused environment.

• Long-term career growth potential within a rapidly expanding company.