Operations Associate (Alternative Investments)

• Location: West LA, California
• $75000 base salary
• Remote: Remote
• Type: Direct Hire
• Job #1610
• Salary: $75,000 - $90,000

Title: Operations Associate (Alternative Investments)

Industry: Financial Services – Investment Management

Location: West LA – Hybrid

Overview: Pacific Executive Search has been engaged on a search for a Operations Associate (Alternative Investments). In this role, you will take on new responsibilities in managing investment transactions and client communications while being based in the vibrant West LA area. This position offers significant opportunities for career growth within a fast-growing investment firm, allowing you to develop your skills in alternative investments and enhance your professional network.

Description:

Responsibilities

• Contribute significantly to investment transactions from inception to completion.
• Execute administrative tasks that assist the team in daily operations, including but not limited to:
  • Prepare subscription agreements.
  • Process and monitor wire transfers.
  • Handle communications with prospects and clients.
  • Maintain and update the database of clients and potential investors.
  • Oversee the financial management of funds and Special Purpose Vehicles (SPVs).
  • Organize and refresh the data room.
  • Facilitate the execution of nondisclosure agreements.
  • Support the preparation of fund or entity formation documentation.
  • Assist with audit processes and related confirmations.
  • Participate in special projects, including business development and investor relations, as needed.
  • Communicate effectively with third-party service providers.
  • Review investment agreements and related documents, coordinating with legal and compliance teams.
  • Update and maintain capital tables.
  • Assist with distributions to investors.

Qualifications

• Strong attention to detail, project management capabilities, and the ability to efficiently handle multiple transactions under tight deadlines.
• Professional demeanor with a robust work ethic and high self-motivation, capable of working both independently and collaboratively.
• Ability to prioritize tasks and adapt to rapidly changing priorities.
• Effective communication skills, both oral and written, with the ability to convey complex information concisely.
• Excellent organizational, time-management, and presentation skills.
• Bachelor's degree from an accredited four-year institution.
• 1-3 years of relevant experience in client services or the financial industry.
• Proficiency in Microsoft Office and DocuSign.
• Legally authorized to work in the United States.
• Successful completion of background checks and pre-employment assessments.
• Ability to perform essential job functions with or without reasonable accommodation.