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 calendars, organize meetings, and drive cross-functional initiatives.

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

• 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 documentation and support people operations activities.

• Contribute to nurturing a collaborative and engaging remote work culture.

• Oversee investor communications and arrange meetings.

• Prepare materials for leadership and manage board meeting logistics.

• Coordinate executive travel and strategic initiatives.

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

• Assist with expense management, 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 details prior to leadership approval.

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

• Assist in launching new funds and setting up operational processes.

• Collaborate with external fund administrators and internal finance teams.

• Become the internal authority on operational systems.

• Identify opportunities for workflow enhancements through AI and automation.

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

• Evaluate operational improvements based on efficiency gains and scalability.

• Support outbound sales initiatives and communication efforts.

• 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 in supporting finance operations and business processes.

• Exceptional skills in organization, communication, and project management.

• Strong systems thinking and a continuous improvement approach.

• Practical experience with AI tools and workflow automation.

• High level of ownership, discretion, and ability 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.

• Resume/CV must be submitted in English.

🏝️ Benefits

• Competitive compensation paid in USD.

• Fully remote work opportunity.

• Collaborate directly with founders and executive leadership.

• High-impact role with considerable ownership.

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

• AI-first, technology-driven work environment.

• Long-term career growth prospects in a rapidly growing company.