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 calendars for leadership, organize meetings, and facilitate cross-functional initiatives.

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

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

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

• Take charge of recruiting coordination, interview scheduling, onboarding, and offboarding processes.

• Maintain HR records and assist with people operations.

• Promote a collaborative and engaging remote work culture.

• Manage communications with investors and organize meetings.

• Prepare materials for leadership and logistics for board meetings.

• Coordinate executive travel and strategic initiatives.

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

• Support financial administration including expense management, invoices, reimbursements, and payroll coordination.

• Assist with fund operations encompassing investor onboarding, subscriptions, redemptions, transfers, and related activities.

• Review fund reporting and NAV data prior to leadership review.

• Support capital calls, distributions, fee calculations, and investor reporting.

• Assist with the launch of new funds and operational setups.

• Collaborate with external fund administrators and internal finance teams.

• Become the go-to expert on operational systems.

• Identify opportunities for workflow enhancements through AI and automation.

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

• Assess operational improvements based on efficiency and scalability metrics.

• Support outbound sales initiatives and communication campaigns.

• Assist in CRM management and business development operations.

⛳️ Requirements

• C2 / Near-native proficiency in English.

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

• Previous experience in a fast-paced startup environment is essential.

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

• Experience in supporting finance operations and business processes.

• Outstanding organizational, communication, and project management skills.

• Strong systems thinking with a focus on continuous improvement.

• Practical experience with AI tools and workflow automation.

• High level of ownership and discretion is required.

• Ability to handle confidential information responsibly.

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

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

• Experience in building automations using platforms like Zapier, Make, AI agents, or similar tools is preferred.

• Background in recruiting, HR, or People Operations is preferred.

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

• Resume/CV must be submitted in English.

🏝️ Benefits

• Competitive salary paid in USD.

• Fully remote work opportunity.

• Direct collaboration with founders and executive leadership.

• High-impact role with significant ownership responsibilities.

• Chance to contribute to the development and scaling of an innovative investment management platform.

• AI-first, technology-driven work environment.

• Opportunities for long-term career growth within a rapidly expanding company.