Demo

Operations Associate

Arrow Search Partners
Greenwich, CT Full Time
POSTED ON 6/2/2026
AVAILABLE BEFORE 11/16/2026
About The Company

Our client is a family office supporting businesses across various stages, from early growth to mature enterprises, spanning industries like healthcare, education, and renewable energy.

Responsibilities

  • Implement and manage the firm’s portfolio monitoring system
  • Establish and manage standardized workflows for deal closings and portfolio company onboarding
  • Design and implement improved reporting and funding processes
  • Establish governance frameworks and financial controls
  • Drive or assist with financial planning and forecasting processes
  • Partner with accountants and bookkeepers
  • Manage complex cap tables and equity documentation
  • Provide analytical and due diligence support for investment decisions

Requirements

  • Bachelor’s degree in accounting or finance
  • 2-4 years of related experience
  • Experience within Big 4, fund admin, and/or transaction advisory services
  • Experience with Carta or other equity management platforms
  • CPA or parts passed
  • Knowledge of PE and VC strategies

Salary Range

$100,000-$125,000

Salary : $100,000 - $125,000

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