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-departmental projects.

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

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

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

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

• Maintain HR records and support human resources operations.

• Contribute to a collaborative and engaging remote work culture.

• Handle investor communications and arrange meetings.

• Prepare materials for leadership and manage logistics for board meetings.

• Coordinate executive travel and strategic initiatives.

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

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

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

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

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

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

• Collaborate with external fund administrators and internal finance teams.

• Become the internal authority on the company’s operational systems.

• Identify areas for workflow enhancement through AI and automation.

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

• Assess operational improvements via efficiency gains and scalability.

• Support outbound sales initiatives and communication strategies.

• Help manage CRM 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 related cross-functional roles.

• Previous 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.

• Outstanding organizational, communication, and project management abilities.

• Strong systems thinker with a commitment to continuous improvement.

• Practical experience with AI tools and workflow automation.

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

• Comfortable working closely 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.

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

• Familiarity with accounting, financial operations, or controller support.

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

• Background in recruiting, HR, or People Operations.

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

• Submission of CV/resume in English is required.

🏝️ Benefits

• Competitive salary paid in USD.

• Fully remote position.

• Direct collaboration 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 advancement potential within a rapidly growing company.