What are the responsibilities and job description for the Investment Operations Associate position at Kaplan Group of Companies?
About Kaplan Group
Kaplan Group of Companies is a multinational single-family office with a diversified investment portfolio spanning private equity, private credit, real assets, secondaries, and direct/co-investments. The firm has evolved into a dynamic family office with a broad portfolio of operating businesses and investment interests.
Role Overview
As an Investment Operations Associate, you will work closely with the principals and play a key role within the investment team, supporting day-to-day investment and portfolio management activities. This role is designed to take ownership of core analytical, operational, and monitoring responsibilities across the investment lifecycle.
Core Responsibilities
Investment Pipeline Management
- Collaborate with the investment team to manage and optimize the investment pipeline, ensuring efficient workflows and timely decision-making
- Support the preparation of principals for investment opportunity pitches and participate in pitch meetings as needed
- Review investment materials and draft concise internal summaries to support the due diligence process for prospective opportunities
- Conduct comprehensive research and financial analysis to support underwriting of potential investments
- Participate in Investment Committee meetings and engage directly with investment sponsors to address outstanding questions and facilitate allocation decisions
Portfolio Monitoring & Reporting
- Maintain internal tracking of investment performance reports across the entire portfolio
- Prepare concise internal summaries of quarterly investment updates for the principals
- Serve as a primary point of contact for ongoing manager communications
Investment Operations & Process Management
- Own the operational workflow from initial pitch through funding and ongoing monitoring
- Enhance and systematize internal processes, templates, and reporting tools to improve efficiency and consistency
What We’re Looking For
- Strong financial and analytical skill set, with advanced proficiency in Excel
- Experience with alternative investments, including private equity and private credit is preferred
- Exceptional attention to detail and ability to manage complex financial data with accuracy
- Excellent written and verbal communication skills, with the ability to summarize complex information clearly and succinctly
- Highly organized, process-oriented, and comfortable managing multiple workstreams simultaneously
- Self-starter who can operate independently and exercise sound judgment
- Technologically inclined, with a strong interest in AI and emerging software tools that enhance workflow efficiency and investment analysis
- Intellectual curiosity and strong desire to deeply understand investment structures and economics
- 3-5 years of relevant experience in financial analysis or a related field is preferred
What We Offer
- Competitive compensation with performance-based bonus
- Health insurance and pension plans
- Paid time off starting at 12 days per year, plus holidays to support work-life balance
- Direct exposure to principals and real investment decision-making
How to Apply
Please submit your resume and cover letter explaining your interest and relevant experience to: careers@kaplangroup.com
Kaplan Group is an equal opportunity employer and encourages candidates of all backgrounds to apply.