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 projects.

• Assist with weekly operational assessments and quarterly business strategies.

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

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

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

• Maintain HR documentation and assist with people operations.

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

• Manage communications with investors and coordinate meetings.

• Prepare materials for leadership and logistics for board meetings.

• Organize executive travel and strategic initiatives.

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

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

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

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

• Assist with capital calls, distributions, fee calculations, and investor reporting.

• Help with launching new funds and setting up operational processes.

• Collaborate with external fund administrators and internal finance teams.

• Become the in-house expert on the company's operational systems.

• Identify opportunities to enhance workflows using AI and automation.

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

• Assess operational improvements through efficiency and scalability gains.

• Support outbound sales initiatives and communication strategies.

• Aid in CRM management and business development operations.

⛳️ Requirements

• C2 / Near-native proficiency in English.

• 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 setting.

• Strong understanding 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 thinking with a mindset for continuous improvement.

• Practical experience with AI tools and workflow automation.

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

• Comfortable engaging 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.

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

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

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

• Experience in recruiting, HR, or People Operations.

• Must submit CV/resume in English.

• Must be available during U.S. Eastern business hours.

🏝️ Benefits

• Competitive compensation paid in USD.

• Fully remote opportunity.

• Work closely with founders and executive leadership.

• High-impact role with significant ownership.

• Opportunity to aid in building and scaling an innovative investment management platform.

• AI-first, technology-driven work environment.

• Long-term career advancement within a rapidly growing company.