Investment Operations Manager

Investment Operations / Reporting - Lead Analyst

$100-125K Base Bonus and Incentives

Hybrid - 1 Day in Office - Palm Beach County Florida

• Leverage your Addepar, Arch or Similar Systems Experience to be a Key Player in a Thriving Diversified Private Investment Firm ... Report Directly to the CFO and Enjoy Major Visibility
• Work with Major Players in the Investment World on a Daily Basis
• Access to Major Unique Fringe Benefits, Events and UHNW Networking Opportunities
• Fantastic Benefits
• Reasonable Lifestyle
• Autonomy to Build Processes

This rapidly expanding Private Investment Firm HQ in Palm Beach County, Florida area is actively recruiting for a key new position, Investment Operations / Reporting - Lead Analyst!

If you are currently working in an Registered Investment Advisor (or similar type of entity) with deep expertise in private investment portfolio reporting you will definitely want to learn about this role.

The CFO and COO who you will work very closely with each day each come from tremendous backgrounds and were carefully and specifically recruited to this organization.

As the organization continues to grow, the chosen Lead Analyst will run the show for Portfolio Reporting and Operations.

The investment firm is very diversified and into some very exciting cutting edge industries which will offer a dynamic and exciting scenario!

Power User status with Addepar, Arch or a similar portfolio reporting application, will be your ticket to landing this role!

If you are looking to raise the bar for your career and you are someone excited about an opportunity for rapid growth with a fantastic and entrepreneurial team, EASY APPLY or reach me directly to learn more!